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 | $84,941 | $54,350+56.3% | $82,719+2.7% | $68,494+24.0% |
| Participation rate | 35.7% | 63.9%-28.2pp | 72.6%-36.8pp | 67.9%-32.2pp |
| Annual return | -20.13% | -13.67%-6.5pp | 701.18%-721.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $809 | $2,218-63.5% | $3,009-73.1% | $2,596-68.8% |
| Participant deferral / active EE | $2,091 | $3,246-35.6% | $4,395-52.4% | $4,027-48.1% |
| Admin fee / account holder | $2,513 | $4,395-42.8% | $5,329-52.8% | $5,403-53.5% |