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 | $35,324 | $127,386-72.3% | $115,037-69.3% | $125,391-71.8% |
| Participation rate | 37.5% | 84.2%-46.7pp | 81.4%-43.9pp | 83.2%-45.7pp |
| Annual return | -4.19% | 31.28%-35.5pp | 26.14%-30.3pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,106 | $5,166-78.6% | $4,608-76.0% | $4,866-77.3% |
| Participant deferral / active EE | $2,705 | $6,423-57.9% | $6,026-55.1% | $5,352-49.5% |
| Admin fee / account holder | $551 | $9,516-94.2% | $8,175-93.3% | $9,540-94.2% |