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 | $54,813 | $112,881-51.4% | $90,951-39.7% | $158,922-65.5% |
| Participation rate | 68.8% | 74.7%-6.0pp | 69.0%-0.3pp | 82.0%-13.2pp |
| Annual return | -7.01% | 215.79%-222.8pp | 134.60%-141.6pp | 302.83%-309.8pp |
| Employer contribution / active EE | $1,465 | $2,893-49.3% | $2,122-30.9% | $4,761-69.2% |
| Participant deferral / active EE | $6,079 | $4,128+47.3% | $3,373+80.2% | $5,982+1.6% |
| Admin fee / account holder | $5,814 | $8,041-27.7% | $5,959-2.4% | $11,246-48.3% |