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 | $62,800 | $92,222-31.9% | $76,768-18.2% | $135,375-53.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -8.95% | 5.46%-14.4pp | 2.43%-11.4pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,166 | $3,216-63.8% | $2,485-53.1% | $4,779-75.6% |
| Participant deferral / active EE | $4,269 | $4,509-5.3% | $3,852+10.8% | $5,609-23.9% |
| Admin fee / account holder | $1,168 | $10,748-89.1% | $6,675-82.5% | $10,827-89.2% |