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 | $137,303 | $54,350+152.6% | $82,719+66.0% | $68,494+100.5% |
| Participation rate | 57.1% | 63.9%-6.8pp | 72.6%-15.4pp | 67.9%-10.7pp |
| Annual return | -20.20% | -13.67%-6.5pp | 701.18%-721.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,148 | $3,246+151.0% | $4,395+85.4% | $4,027+102.3% |
| Admin fee / account holder | $3,163 | $4,395-28.0% | $5,329-40.6% | $5,403-41.4% |