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 | $89,814 | $91,538-1.9% | $129,995-30.9% | $75,163+19.5% |
| Participation rate | 60.0% | 71.4%-11.4pp | 78.5%-18.5pp | 67.2%-7.2pp |
| Annual return | 12.89% | -631.11%+644.0pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,012 | $2,845-29.3% | $4,320-53.4% | $2,670-24.6% |
| Participant deferral / active EE | $4,606 | $4,341+6.1% | $5,820-20.9% | $4,125+11.6% |
| Admin fee / account holder | $23,125 | $6,790+240.6% | $10,614+117.9% | $5,651+309.2% |