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 | $80,747 | $91,538-11.8% | $129,995-37.9% | $75,163+7.4% |
| Participation rate | 65.7% | 71.4%-5.7pp | 78.5%-12.8pp | 67.2%-1.5pp |
| Annual return | 5.24% | -631.11%+636.4pp | -137.18%+142.4pp | 160.62%-155.4pp |
| Employer contribution / active EE | $859 | $2,845-69.8% | $4,320-80.1% | $2,670-67.8% |
| Participant deferral / active EE | $3,651 | $4,341-15.9% | $5,820-37.3% | $4,125-11.5% |
| Admin fee / account holder | $14,246 | $6,790+109.8% | $10,614+34.2% | $5,651+152.1% |