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 | $76,601 | $95,971-20.2% | $74,550+2.8% | $135,375-43.4% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -10.20% | 56.96%-67.2pp | 32.53%-42.7pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,406 | $2,716-48.2% | $1,961-28.3% | $4,779-70.6% |
| Participant deferral / active EE | $7,028 | $3,843+82.9% | $3,108+126.1% | $5,609+25.3% |
| Admin fee / account holder | $765 | $6,522-88.3% | $5,060-84.9% | $10,827-92.9% |