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 | $61,124 | $138,065-55.7% | $123,544-50.5% | $135,375-54.8% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -13.07% | 153.68%-166.8pp | 119.20%-132.3pp | 519.73%-532.8pp |
| Employer contribution / active EE | $5,650 | $5,151+9.7% | $4,628+22.1% | $4,779+18.2% |
| Participant deferral / active EE | $5,650 | $6,799-16.9% | $6,426-12.1% | $5,609+0.7% |
| Admin fee / account holder | $1,690 | $10,916-84.5% | $9,284-81.8% | $10,827-84.4% |