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 | $124,422 | $209,411-40.6% | $178,490-30.3% | $158,922-21.7% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | -10.12% | 188.75%-198.9pp | 151.07%-161.2pp | 302.83%-312.9pp |
| Employer contribution / active EE | $1,811 | $5,706-68.3% | $5,011-63.9% | $4,761-62.0% |
| Participant deferral / active EE | $3,754 | $5,954-37.0% | $5,202-27.8% | $5,982-37.3% |
| Admin fee / account holder | $1,299 | $17,074-92.4% | $13,984-90.7% | $11,246-88.5% |