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 | $99,281 | $76,000+30.6% | $154,107-35.6% | $64,186+54.7% |
| Participation rate | 57.1% | 70.4%-13.3pp | 83.0%-25.9pp | 69.6%-12.4pp |
| Annual return | -9.45% | 30.32%-39.8pp | 735.12%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,363 | $3,351-59.3% | $5,298-74.3% | $2,381-42.8% |
| Participant deferral / active EE | $3,685 | $3,175+16.1% | $5,081-27.5% | $3,470+6.2% |
| Admin fee / account holder | $2,131 | $5,596-61.9% | $13,411-84.1% | $4,888-56.4% |