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 | $46,620 | $95,971-51.4% | $74,550-37.5% | $135,375-65.6% |
| Participation rate | 30.8% | 75.7%-44.9pp | 69.1%-38.4pp | 82.6%-51.9pp |
| Annual return | -20.88% | 56.96%-77.8pp | 32.53%-53.4pp | 519.73%-540.6pp |
| Employer contribution / active EE | $1,995 | $2,716-26.6% | $1,961+1.7% | $4,779-58.3% |
| Participant deferral / active EE | $4,920 | $3,843+28.0% | $3,108+58.3% | $5,609-12.3% |
| Admin fee / account holder | $504 | $6,522-92.3% | $5,060-90.0% | $10,827-95.3% |