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 | $55,621 | $82,664-32.7% | $125,339-55.6% | $68,494-18.8% |
| Participation rate | 32.3% | 75.0%-42.8pp | 82.4%-50.1pp | 67.9%-35.6pp |
| Annual return | -20.11% | -5.97%-14.1pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,208 | $3,381-64.3% | $4,814-74.9% | $2,596-53.5% |
| Participant deferral / active EE | $2,552 | $6,110-58.2% | $7,446-65.7% | $4,027-36.6% |
| Admin fee / account holder | $1,608 | $6,275-74.4% | $10,010-83.9% | $5,403-70.2% |