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 | $89,159 | $92,703-3.8% | $82,719+7.8% | $134,475-33.7% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -23.58% | 944.92%-968.5pp | 701.18%-724.8pp | 417.96%-441.5pp |
| Employer contribution / active EE | $521 | $3,274-84.1% | $3,009-82.7% | $4,740-89.0% |
| Participant deferral / active EE | $2,218 | $4,802-53.8% | $4,395-49.5% | $6,400-65.3% |
| Admin fee / account holder | $3,175 | $5,983-46.9% | $5,329-40.4% | $11,426-72.2% |