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 | $125,624 | $81,900+53.4% | $119,609+5.0% | $68,494+83.4% |
| Participation rate | 38.5% | 71.9%-33.4pp | 79.3%-40.8pp | 67.9%-29.4pp |
| Annual return | -19.55% | -23.82%+4.3pp | -14.97%-4.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $958 | $2,693-64.4% | $4,232-77.4% | $2,596-63.1% |
| Participant deferral / active EE | $2,925 | $4,148-29.5% | $5,602-47.8% | $4,027-27.4% |
| Admin fee / account holder | $527 | $6,582-92.0% | $10,323-94.9% | $5,403-90.2% |