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 | $64,893 | $91,538-29.1% | $129,995-50.1% | $75,163-13.7% |
| Participation rate | 44.7% | 71.4%-26.7pp | 78.5%-33.7pp | 67.2%-22.5pp |
| Annual return | 12.07% | -631.11%+643.2pp | -137.18%+149.2pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,621 | $2,845-43.0% | $4,320-62.5% | $2,670-39.3% |
| Participant deferral / active EE | $3,126 | $4,341-28.0% | $5,820-46.3% | $4,125-24.2% |
| Admin fee / account holder | $691 | $6,790-89.8% | $10,614-93.5% | $5,651-87.8% |