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 | $75,962 | $96,635-21.4% | $86,612-12.3% | $139,434-45.5% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | -10.08% | 106.41%-116.5pp | 591.07%-601.1pp | 372.94%-383.0pp |
| Employer contribution / active EE | $2,640 | $3,263-19.1% | $3,022-12.7% | $4,751-44.4% |
| Participant deferral / active EE | $4,802 | $4,836-0.7% | $4,438+8.2% | $6,710-28.4% |
| Admin fee / account holder | $9,211 | $6,408+43.8% | $5,614+64.1% | $11,403-19.2% |