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 | $71,226 | $135,635-47.5% | $110,238-35.4% | $135,375-47.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -9.79% | 513.19%-523.0pp | 314.74%-324.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,357 | $4,906-72.3% | $3,826-64.5% | $4,779-71.6% |
| Participant deferral / active EE | $21,321 | $5,506+287.2% | $4,672+356.4% | $5,609+280.1% |
| Admin fee / account holder | $3,901 | $11,457-66.0% | $8,547-54.4% | $10,827-64.0% |