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 7-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 | $55,989 | $152,509-63.3% | $117,472-52.3% | $134,475-58.4% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -20.83% | 52.99%-73.8pp | 29.74%-50.6pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,143 | $5,571-61.5% | $4,176-48.7% | $4,740-54.8% |
| Participant deferral / active EE | $13,667 | $4,818+183.7% | $4,070+235.8% | $6,400+113.6% |
| Admin fee / account holder | $1,598 | $7,004-77.2% | $5,645-71.7% | $11,426-86.0% |