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 | $112,909 | $76,000+48.6% | $154,107-26.7% | $64,186+75.9% |
| Participation rate | 64.0% | 70.4%-6.4pp | 83.0%-19.0pp | 69.6%-5.6pp |
| Annual return | -8.14% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,247 | $3,351-62.8% | $5,298-76.5% | $2,381-47.6% |
| Participant deferral / active EE | $3,172 | $3,175-0.1% | $5,081-37.6% | $3,470-8.6% |
| Admin fee / account holder | $3,222 | $5,596-42.4% | $13,411-76.0% | $4,888-34.1% |