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 | $73,935 | $49,173+50.4% | $121,098-38.9% | $75,163-1.6% |
| Participation rate | 53.3% | 55.4%-2.1pp | 69.5%-16.2pp | 67.2%-13.9pp |
| Annual return | -4.75% | 55.99%-60.7pp | 985.75%-990.5pp | 160.62%-165.4pp |
| Employer contribution / active EE | $812 | $1,546-47.5% | $4,164-80.5% | $2,670-69.6% |
| Participant deferral / active EE | $5,490 | $2,628+108.9% | $4,080+34.6% | $4,125+33.1% |
| Admin fee / account holder | $1,851 | $3,942-53.0% | $5,644-67.2% | $5,651-67.2% |