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 | $94,134 | $133,958-29.7% | $112,228-16.1% | $134,475-30.0% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -20.59% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,744 | $4,038+17.5% | $3,635+30.5% | $4,740+0.1% |
| Participant deferral / active EE | $8,923 | $5,291+68.7% | $4,728+88.7% | $6,400+39.4% |
| Admin fee / account holder | $1,764 | $7,489-76.4% | $6,410-72.5% | $11,426-84.6% |