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 | $235,373 | $73,933+218.4% | $96,683+143.4% | $75,163+213.1% |
| Participation rate | 51.5% | 66.4%-14.9pp | 74.3%-22.8pp | 67.2%-15.7pp |
| Annual return | -10.64% | 26.70%-37.3pp | 35.69%-46.3pp | 160.62%-171.3pp |
| Employer contribution / active EE | $1,428 | $2,928-51.2% | $3,737-61.8% | $2,670-46.5% |
| Participant deferral / active EE | $3,862 | $3,659+5.6% | $4,878-20.8% | $4,125-6.4% |
| Admin fee / account holder | $35,829 | $5,216+586.9% | $6,730+432.4% | $5,651+534.0% |