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 | $95,699 | $177,572-46.1% | $154,803-38.2% | $142,382-32.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | -3.92% | 65.07%-69.0pp | 58.88%-62.8pp | 217.08%-221.0pp |
| Employer contribution / active EE | $12,575 | $4,810+161.4% | $4,305+192.1% | $4,299+192.5% |
| Participant deferral / active EE | $9,909 | $6,272+58.0% | $5,540+78.9% | $6,507+52.3% |
| Admin fee / account holder | $49,377 | $16,786+194.2% | $14,329+244.6% | $12,624+291.1% |