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 | $67,418 | $129,942-48.1% | $104,294-35.4% | $134,475-49.9% |
| Participation rate | 38.5% | 79.5%-41.1pp | 73.3%-34.8pp | 81.2%-42.8pp |
| Annual return | -22.90% | 42.03%-64.9pp | 24.61%-47.5pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,120 | $4,184-73.2% | $3,372-66.8% | $4,740-76.4% |
| Participant deferral / active EE | $2,879 | $5,588-48.5% | $4,625-37.7% | $6,400-55.0% |
| Admin fee / account holder | $1,379 | $9,323-85.2% | $7,339-81.2% | $11,426-87.9% |