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 | $84,521 | $81,632+3.5% | $70,449+20.0% | $158,922-46.8% |
| Participation rate | 18.2% | 77.7%-59.5pp | 75.1%-56.9pp | 82.0%-63.8pp |
| Annual return | -1.66% | 208.40%-210.1pp | 109.03%-110.7pp | 302.83%-304.5pp |
| Employer contribution / active EE | $408 | $3,217-87.3% | $2,737-85.1% | $4,761-91.4% |
| Participant deferral / active EE | $2,541 | $4,554-44.2% | $3,709-31.5% | $5,982-57.5% |
| Admin fee / account holder | $17,486 | $6,193+182.4% | $3,845+354.8% | $11,246+55.5% |