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 | $84,141 | $211,958-60.3% | $169,463-50.3% | $135,375-37.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -10.14% | 3.26%-13.4pp | 1.83%-12.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,200 | $5,120-57.0% | $4,159-47.1% | $4,779-54.0% |
| Participant deferral / active EE | $3,244 | $6,075-46.6% | $5,277-38.5% | $5,609-42.2% |
| Admin fee / account holder | $3,786 | $11,471-67.0% | $9,109-58.4% | $10,827-65.0% |