See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,017 | $228,332-78.1% | $185,823-73.1% | $158,922-68.5% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | -9.41% | 40.80%-50.2pp | 35.95%-45.4pp | 302.83%-312.2pp |
| Employer contribution / active EE | $1,319 | $4,967-73.4% | $4,087-67.7% | $4,761-72.3% |
| Participant deferral / active EE | $3,424 | $6,415-46.6% | $5,632-39.2% | $5,982-42.8% |
| Admin fee / account holder | $423 | $11,864-96.4% | $9,500-95.5% | $11,246-96.2% |