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 | $89,973 | $72,404+24.3% | $110,238-18.4% | $64,186+40.2% |
| Participation rate | 48.1% | 73.3%-25.2pp | 79.8%-31.7pp | 69.6%-21.4pp |
| Annual return | -10.60% | -6.29%-4.3pp | 314.74%-325.3pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,831 | $2,282-19.8% | $3,826-52.2% | $2,381-23.1% |
| Participant deferral / active EE | $3,771 | $3,469+8.7% | $4,672-19.3% | $3,470+8.7% |
| Admin fee / account holder | $8,249 | $5,664+45.6% | $8,547-3.5% | $4,888+68.8% |