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 | $65,859 | $104,907-37.2% | $84,611-22.2% | $152,861-56.9% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | -22.56% | 373.79%-396.4pp | 258.74%-281.3pp | 345.32%-367.9pp |
| Employer contribution / active EE | $3,793 | $3,302+14.9% | $2,652+43.0% | $4,762-20.4% |
| Participant deferral / active EE | $4,286 | $4,688-8.6% | $3,899+9.9% | $5,850-26.7% |
| Admin fee / account holder | $24,036 | $6,241+285.1% | $4,912+389.3% | $11,596+107.3% |