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 | $64,663 | $91,538-29.4% | $129,995-50.3% | $75,163-14.0% |
| Participation rate | 57.5% | 71.4%-13.9pp | 78.5%-21.0pp | 67.2%-9.7pp |
| Annual return | 11.56% | -631.11%+642.7pp | -137.18%+148.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,929 | $2,845-32.2% | $4,320-55.3% | $2,670-27.7% |
| Participant deferral / active EE | $2,389 | $4,341-45.0% | $5,820-58.9% | $4,125-42.1% |
| Admin fee / account holder | $2,073 | $6,790-69.5% | $10,614-80.5% | $5,651-63.3% |