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 | $104,120 | $77,813+33.8% | $123,544-15.7% | $64,186+62.2% |
| Participation rate | 58.6% | 74.7%-16.1pp | 82.3%-23.7pp | 69.6%-10.9pp |
| Annual return | -8.79% | 12.48%-21.3pp | 119.20%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $4,838 | $3,014+60.5% | $4,628+4.5% | $2,381+103.2% |
| Participant deferral / active EE | $2,589 | $5,240-50.6% | $6,426-59.7% | $3,470-25.4% |
| Admin fee / account holder | $3,894 | $5,519-29.4% | $9,284-58.1% | $4,888-20.3% |