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 | $68,178 | $135,635-49.7% | $110,238-38.2% | $135,375-49.6% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -10.75% | 513.19%-523.9pp | 314.74%-325.5pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,416 | $4,906-71.1% | $3,826-63.0% | $4,779-70.4% |
| Participant deferral / active EE | $9,840 | $5,506+78.7% | $4,672+110.6% | $5,609+75.4% |
| Admin fee / account holder | $509 | $11,457-95.6% | $8,547-94.0% | $10,827-95.3% |