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 | $66,021 | $95,971-31.2% | $74,550-11.4% | $135,375-51.2% |
| Participation rate | 22.2% | 75.7%-53.4pp | 69.1%-46.9pp | 82.6%-60.4pp |
| Annual return | -14.18% | 56.96%-71.1pp | 32.53%-46.7pp | 519.73%-533.9pp |
| Employer contribution / active EE | $861 | $2,716-68.3% | $1,961-56.1% | $4,779-82.0% |
| Participant deferral / active EE | $1,224 | $3,843-68.1% | $3,108-60.6% | $5,609-78.2% |
| Admin fee / account holder | $672 | $6,522-89.7% | $5,060-86.7% | $10,827-93.8% |