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 | $60,482 | $76,000-20.4% | $154,107-60.8% | $64,186-5.8% |
| Participation rate | 37.9% | 70.4%-32.5pp | 83.0%-45.1pp | 69.6%-31.6pp |
| Annual return | -8.24% | 30.32%-38.6pp | 735.12%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,464 | $3,351-26.5% | $5,298-53.5% | $2,381+3.5% |
| Participant deferral / active EE | $4,655 | $3,175+46.6% | $5,081-8.4% | $3,470+34.2% |
| Admin fee / account holder | $1,472 | $5,596-73.7% | $13,411-89.0% | $4,888-69.9% |