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 | $121,827 | $138,065-11.8% | $123,544-1.4% | $135,375-10.0% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -10.86% | 153.68%-164.5pp | 119.20%-130.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,947 | $5,151-42.8% | $4,628-36.3% | $4,779-38.3% |
| Participant deferral / active EE | $7,836 | $6,799+15.3% | $6,426+22.0% | $5,609+39.7% |
| Admin fee / account holder | $1,388 | $10,916-87.3% | $9,284-85.1% | $10,827-87.2% |