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 | $68,028 | $95,971-29.1% | $74,550-8.7% | $135,375-49.7% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -9.34% | 56.96%-66.3pp | 32.53%-41.9pp | 519.73%-529.1pp |
| Employer contribution / active EE | $983 | $2,716-63.8% | $1,961-49.9% | $4,779-79.4% |
| Participant deferral / active EE | $3,566 | $3,843-7.2% | $3,108+14.7% | $5,609-36.4% |
| Admin fee / account holder | $406 | $6,522-93.8% | $5,060-92.0% | $10,827-96.2% |