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 | $86,514 | $81,248+6.5% | $155,509-44.4% | $80,856+7.0% |
| Participation rate | 56.5% | 66.2%-9.7pp | 78.2%-21.7pp | 67.6%-11.1pp |
| Annual return | -11.52% | 33.31%-44.8pp | 64.67%-76.2pp | 35.59%-47.1pp |
| Employer contribution / active EE | $757 | $3,100-75.6% | $4,672-83.8% | $2,755-72.5% |
| Participant deferral / active EE | $1,700 | $3,452-50.7% | $5,626-69.8% | $4,296-60.4% |
| Admin fee / account holder | $5,597 | $7,997-30.0% | $15,912-64.8% | $6,918-19.1% |