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 | $63,455 | $70,669-10.2% | $169,368-62.5% | $75,163-15.6% |
| Participation rate | 61.1% | 64.8%-3.7pp | 77.1%-16.0pp | 67.2%-6.1pp |
| Annual return | -18.48% | 36.36%-54.8pp | 405.60%-424.1pp | 160.62%-179.1pp |
| Employer contribution / active EE | $1,331 | $2,211-39.8% | $4,013-66.8% | $2,670-50.1% |
| Participant deferral / active EE | $3,137 | $4,311-27.2% | $6,221-49.6% | $4,125-23.9% |
| Admin fee / account holder | $687 | $5,402-87.3% | $9,003-92.4% | $5,651-87.8% |