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 8-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 | $95,997 | $197,825-51.5% | $155,790-38.4% | $125,391-23.4% |
| Participation rate | 69.2% | 82.1%-12.9pp | 76.1%-6.9pp | 83.2%-14.0pp |
| Annual return | -5.20% | 86.74%-91.9pp | 71.54%-76.7pp | 282.22%-287.4pp |
| Employer contribution / active EE | $1,605 | $4,847-66.9% | $3,836-58.2% | $4,866-67.0% |
| Participant deferral / active EE | $4,386 | $5,630-22.1% | $4,797-8.6% | $5,352-18.0% |
| Admin fee / account holder | $2,613 | $9,545-72.6% | $7,478-65.1% | $9,540-72.6% |