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 | $82,240 | $76,000+8.2% | $154,107-46.6% | $64,186+28.1% |
| Participation rate | 56.7% | 70.4%-13.7pp | 83.0%-26.4pp | 69.6%-12.9pp |
| Annual return | -8.45% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,177 | $3,351-64.9% | $5,298-77.8% | $2,381-50.6% |
| Participant deferral / active EE | $2,522 | $3,175-20.6% | $5,081-50.4% | $3,470-27.3% |
| Admin fee / account holder | $879 | $5,596-84.3% | $13,411-93.4% | $4,888-82.0% |