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 | $44,692 | $152,509-70.7% | $117,472-62.0% | $134,475-66.8% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -21.50% | 52.99%-74.5pp | 29.74%-51.2pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,075 | $5,571-62.8% | $4,176-50.3% | $4,740-56.2% |
| Participant deferral / active EE | $3,216 | $4,818-33.3% | $4,070-21.0% | $6,400-49.8% |
| Admin fee / account holder | $1,335 | $7,004-80.9% | $5,645-76.3% | $11,426-88.3% |