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 | $199,917 | $118,680+68.5% | $98,907+102.1% | $158,922+25.8% |
| Participation rate | 16.7% | 77.8%-61.2pp | 76.0%-59.4pp | 82.0%-65.3pp |
| Annual return | -35.29% | 372.35%-407.6pp | 196.43%-231.7pp | 302.83%-338.1pp |
| Employer contribution / active EE | $785 | $3,333-76.5% | $2,689-70.8% | $4,761-83.5% |
| Participant deferral / active EE | $2,901 | $5,088-43.0% | $4,244-31.7% | $5,982-51.5% |
| Admin fee / account holder | $1,165 | $10,131-88.5% | $6,642-82.5% | $11,246-89.6% |