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 | $72,336 | $140,940-48.7% | $112,229-35.5% | $139,434-48.1% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | -8.36% | 32.71%-41.1pp | 30.20%-38.6pp | 372.94%-381.3pp |
| Employer contribution / active EE | $2,340 | $4,283-45.4% | $3,430-31.8% | $4,751-50.7% |
| Participant deferral / active EE | $6,280 | $5,874+6.9% | $4,798+30.9% | $6,710-6.4% |
| Admin fee / account holder | $1,045 | $9,954-89.5% | $7,748-86.5% | $11,403-90.8% |