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 | $69,451 | $100,754-31.1% | $86,677-19.9% | $134,475-48.4% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.2pp | 81.2%-22.9pp |
| Annual return | -21.99% | 29.04%-51.0pp | 35.91%-57.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,197 | $3,489-65.7% | $2,836-57.8% | $4,740-74.7% |
| Participant deferral / active EE | $3,465 | $5,338-35.1% | $4,656-25.6% | $6,400-45.9% |
| Admin fee / account holder | $668 | $10,926-93.9% | $7,493-91.1% | $11,426-94.2% |