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 | $104,922 | $67,331+55.8% | $60,874+72.4% | $134,475-22.0% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.1%-8.1pp | 81.2%-16.2pp |
| Annual return | -23.45% | 49.93%-73.4pp | 16.90%-40.4pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,010 | $3,096-67.4% | $2,701-62.6% | $4,740-78.7% |
| Participant deferral / active EE | $3,046 | $4,538-32.9% | $3,817-20.2% | $6,400-52.4% |
| Admin fee / account holder | $1,235 | $4,582-73.0% | $3,224-61.7% | $11,426-89.2% |