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 | $101,566 | $53,162+91.1% | $91,220+11.3% | $68,494+48.3% |
| Participation rate | 53.3% | 63.2%-9.9pp | 73.2%-19.9pp | 67.9%-14.6pp |
| Annual return | -23.86% | -3.14%-20.7pp | 114.01%-137.9pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,680 | $1,709-1.7% | $2,850-41.1% | $2,596-35.3% |
| Participant deferral / active EE | $3,898 | $2,974+31.1% | $4,234-7.9% | $4,027-3.2% |
| Admin fee / account holder | $7,543 | $4,493+67.9% | $5,420+39.2% | $5,403+39.6% |