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 | $87,517 | $91,538-4.4% | $129,995-32.7% | $75,163+16.4% |
| Participation rate | 51.3% | 71.4%-20.2pp | 78.5%-27.2pp | 67.2%-15.9pp |
| Annual return | 12.89% | -631.11%+644.0pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,302 | $2,845-54.2% | $4,320-69.9% | $2,670-51.2% |
| Participant deferral / active EE | $2,096 | $4,341-51.7% | $5,820-64.0% | $4,125-49.2% |
| Admin fee / account holder | $3,549 | $6,790-47.7% | $10,614-66.6% | $5,651-37.2% |