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 | $79,892 | $97,757-18.3% | $83,848-4.7% | $135,375-41.0% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -15.27% | 1287.37%-1302.6pp | 850.88%-866.1pp | 519.73%-535.0pp |
| Employer contribution / active EE | $1,229 | $4,222-70.9% | $3,631-66.2% | $4,779-74.3% |
| Participant deferral / active EE | $7,075 | $4,682+51.1% | $4,082+73.3% | $5,609+26.1% |
| Admin fee / account holder | $6,503 | $6,674-2.6% | $5,478+18.7% | $10,827-39.9% |