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 | $182,900 | $27,641+561.7% | $61,373+198.0% | $68,494+167.0% |
| Participation rate | 42.2% | 39.5%+2.7pp | 52.6%-10.3pp | 67.9%-25.7pp |
| Annual return | -23.64% | -13.24%-10.4pp | 338.61%-362.2pp | -7.84%-15.8pp |
| Employer contribution / active EE | $1,604 | $695+130.6% | $1,159+38.3% | $2,596-38.2% |
| Participant deferral / active EE | $3,895 | $1,263+208.4% | $2,125+83.3% | $4,027-3.3% |
| Admin fee / account holder | $4,359 | $2,010+116.8% | $2,130+104.7% | $5,403-19.3% |