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 | $108,300 | $148,534-27.1% | $135,903-20.3% | $139,434-22.3% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | -5.07% | 79.19%-84.3pp | 68.23%-73.3pp | 372.94%-378.0pp |
| Employer contribution / active EE | $2,332 | $5,243-55.5% | $4,856-52.0% | $4,751-50.9% |
| Participant deferral / active EE | $5,472 | $8,100-32.4% | $7,758-29.5% | $6,710-18.5% |
| Admin fee / account holder | $14,286 | $12,400+15.2% | $10,762+32.7% | $11,403+25.3% |