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 | $74,313 | $135,952-45.3% | $123,892-40.0% | $273,961-72.9% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | -5.65% | 56.63%-62.3pp | 47.52%-53.2pp | 41.45%-47.1pp |
| Employer contribution / active EE | $1,791 | $5,170-65.4% | $4,617-61.2% | $4,869-63.2% |
| Participant deferral / active EE | $7,079 | $6,343+11.6% | $5,984+18.3% | $5,287+33.9% |
| Admin fee / account holder | $1,582 | $9,817-83.9% | $8,357-81.1% | $10,132-84.4% |