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 | $91,969 | $95,862-4.1% | $79,550+15.6% | $134,475-31.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -20.65% | -2.69%-18.0pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,001 | $3,128-68.0% | $2,413-58.5% | $4,740-78.9% |
| Participant deferral / active EE | $3,959 | $4,693-15.6% | $3,985-0.7% | $6,400-38.1% |
| Admin fee / account holder | $851 | $9,126-90.7% | $6,832-87.6% | $11,426-92.6% |