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 | $99,546 | $73,933+34.6% | $96,683+3.0% | $75,163+32.4% |
| Participation rate | 29.2% | 66.4%-37.3pp | 74.3%-45.2pp | 67.2%-38.0pp |
| Annual return | -8.34% | 26.70%-35.0pp | 35.69%-44.0pp | 160.62%-169.0pp |
| Employer contribution / active EE | $1,875 | $2,928-36.0% | $3,737-49.8% | $2,670-29.8% |
| Participant deferral / active EE | $1,756 | $3,659-52.0% | $4,878-64.0% | $4,125-57.4% |
| Admin fee / account holder | $4,259 | $5,216-18.4% | $6,730-36.7% | $5,651-24.6% |