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 | $95,885 | $112,881-15.1% | $90,951+5.4% | $158,922-39.7% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 1.32% | 215.79%-214.5pp | 134.60%-133.3pp | 302.83%-301.5pp |
| Employer contribution / active EE | $1,044 | $2,893-63.9% | $2,122-50.8% | $4,761-78.1% |
| Participant deferral / active EE | $1,616 | $4,128-60.8% | $3,373-52.1% | $5,982-73.0% |
| Admin fee / account holder | $1,036 | $8,041-87.1% | $5,959-82.6% | $11,246-90.8% |