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 | $81,665 | $72,012+13.4% | $185,823-56.1% | $79,858+2.3% |
| Participation rate | 58.9% | 65.8%-6.9pp | 78.0%-19.1pp | 69.6%-10.7pp |
| Annual return | -8.83% | 23.12%-31.9pp | 35.95%-44.8pp | 31.71%-40.5pp |
| Employer contribution / active EE | $405 | $1,965-79.4% | $4,087-90.1% | $2,471-83.6% |
| Participant deferral / active EE | $2,178 | $3,779-42.4% | $5,632-61.3% | $3,740-41.8% |
| Admin fee / account holder | $2,269 | $4,513-49.7% | $9,500-76.1% | $5,306-57.2% |