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 | $92,318 | $64,707+42.7% | $112,228-17.7% | $68,494+34.8% |
| Participation rate | 69.8% | 67.2%+2.6pp | 75.1%-5.3pp | 67.9%+1.9pp |
| Annual return | -20.21% | -11.40%-8.8pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $4,494 | $2,746+63.7% | $3,635+23.6% | $2,596+73.1% |
| Participant deferral / active EE | $6,838 | $3,565+91.8% | $4,728+44.6% | $4,027+69.8% |
| Admin fee / account holder | $3,586 | $5,232-31.5% | $6,410-44.1% | $5,403-33.6% |