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 | $124,707 | $95,193+31.0% | $76,523+63.0% | $135,375-7.9% |
| Participation rate | 14.3% | 74.4%-60.1pp | 68.0%-53.7pp | 82.6%-68.4pp |
| Annual return | -10.53% | 4.85%-15.4pp | -0.27%-10.3pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,045 | $3,302-68.3% | $2,647-60.5% | $4,779-78.1% |
| Participant deferral / active EE | $2,643 | $4,639-43.0% | $3,835-31.1% | $5,609-52.9% |
| Admin fee / account holder | $1,023 | $6,249-83.6% | $4,848-78.9% | $10,827-90.6% |