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 | $28,574 | $138,065-79.3% | $123,544-76.9% | $135,375-78.9% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -10.44% | 153.68%-164.1pp | 119.20%-129.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,644 | $5,151-68.1% | $4,628-64.5% | $4,779-65.6% |
| Participant deferral / active EE | $2,783 | $6,799-59.1% | $6,426-56.7% | $5,609-50.4% |
| Admin fee / account holder | $737 | $10,916-93.2% | $9,284-92.1% | $10,827-93.2% |