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 | $92,004 | $168,632-45.4% | $147,614-37.7% | $125,391-26.6% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -11.34% | 77.65%-89.0pp | 61.98%-73.3pp | 282.22%-293.6pp |
| Employer contribution / active EE | $6,565 | $6,252+5.0% | $5,564+18.0% | $4,866+34.9% |
| Participant deferral / active EE | $8,400 | $5,507+52.5% | $4,895+71.6% | $5,352+57.0% |
| Admin fee / account holder | $505 | $13,580-96.3% | $11,611-95.6% | $9,540-94.7% |