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 | $69,149 | $84,527-18.2% | $67,711+2.1% | $125,391-44.9% |
| Participation rate | 11.1% | 74.8%-63.7pp | 67.5%-56.4pp | 83.2%-72.1pp |
| Annual return | -6.40% | 2.57%-9.0pp | 25.41%-31.8pp | 282.22%-288.6pp |
| Employer contribution / active EE | $1,178 | $3,292-64.2% | $2,559-54.0% | $4,866-75.8% |
| Participant deferral / active EE | $1,944 | $4,429-56.1% | $3,585-45.8% | $5,352-63.7% |
| Admin fee / account holder | $519 | $5,340-90.3% | $4,255-87.8% | $9,540-94.6% |