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 | $115,671 | $129,942-11.0% | $104,294+10.9% | $134,475-14.0% |
| Participation rate | 36.4% | 79.5%-43.2pp | 73.3%-36.9pp | 81.2%-44.9pp |
| Annual return | -24.01% | 42.03%-66.0pp | 24.61%-48.6pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,213 | $4,184-71.0% | $3,372-64.0% | $4,740-74.4% |
| Participant deferral / active EE | $2,199 | $5,588-60.7% | $4,625-52.5% | $6,400-65.6% |
| Admin fee / account holder | $1,771 | $9,323-81.0% | $7,339-75.9% | $11,426-84.5% |