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 | $142,500 | $82,664+72.4% | $125,339+13.7% | $68,494+108.0% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | -23.72% | -5.97%-17.8pp | 572.05%-595.8pp | -7.84%-15.9pp |
| Employer contribution / active EE | $2,909 | $3,381-14.0% | $4,814-39.6% | $2,596+12.0% |
| Participant deferral / active EE | $8,003 | $6,110+31.0% | $7,446+7.5% | $4,027+98.7% |
| Admin fee / account holder | $11,526 | $6,275+83.7% | $10,010+15.2% | $5,403+113.3% |