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 | $74,056 | $185,822-60.1% | $169,993-56.4% | $139,434-46.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | -7.88% | 60.50%-68.4pp | 53.37%-61.3pp | 372.94%-380.8pp |
| Employer contribution / active EE | $1,511 | $7,590-80.1% | $6,785-77.7% | $4,751-68.2% |
| Participant deferral / active EE | $4,085 | $11,622-64.9% | $10,408-60.8% | $6,710-39.1% |
| Admin fee / account holder | $1,660 | $15,381-89.2% | $12,815-87.0% | $11,403-85.4% |