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 | $38,114 | $92,222-58.7% | $76,768-50.4% | $135,375-71.8% |
| Participation rate | 35.3% | 79.8%-44.5pp | 77.0%-41.7pp | 82.6%-47.3pp |
| Annual return | -20.46% | 5.46%-25.9pp | 2.43%-22.9pp | 519.73%-540.2pp |
| Employer contribution / active EE | $2,825 | $3,216-12.1% | $2,485+13.7% | $4,779-40.9% |
| Participant deferral / active EE | $3,961 | $4,509-12.1% | $3,852+2.9% | $5,609-29.4% |
| Admin fee / account holder | $338 | $10,748-96.9% | $6,675-94.9% | $10,827-96.9% |