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 | $130,365 | $154,117-15.4% | $129,995+0.3% | $139,434-6.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | -7.50% | 32.48%-40.0pp | -137.18%+129.7pp | 372.94%-380.4pp |
| Employer contribution / active EE | $1,969 | $5,289-62.8% | $4,320-54.4% | $4,751-58.6% |
| Participant deferral / active EE | $5,225 | $6,710-22.1% | $5,820-10.2% | $6,710-22.1% |
| Admin fee / account holder | $926 | $14,007-93.4% | $10,614-91.3% | $11,403-91.9% |