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 | $84,291 | $167,307-49.6% | $143,757-41.4% | $134,475-37.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.35% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,547 | $5,619-72.5% | $4,951-68.7% | $4,740-67.4% |
| Participant deferral / active EE | $6,240 | $6,446-3.2% | $5,637+10.7% | $6,400-2.5% |
| Admin fee / account holder | $1,199 | $18,088-93.4% | $14,673-91.8% | $11,426-89.5% |