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 | $34,768 | $84,695-58.9% | $73,843-52.9% | $125,391-72.3% |
| Participation rate | 69.2% | 76.8%-7.5pp | 73.4%-4.2pp | 83.2%-14.0pp |
| Annual return | -3.62% | 3123.53%-3127.1pp | 2267.84%-2271.5pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,543 | $3,123-50.6% | $2,787-44.6% | $4,866-68.3% |
| Participant deferral / active EE | $1,590 | $3,992-60.2% | $3,583-55.6% | $5,352-70.3% |
| Admin fee / account holder | $1,640 | $5,691-71.2% | $4,880-66.4% | $9,540-82.8% |