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 | $146,671 | $56,484+159.7% | $169,463-13.4% | $64,186+128.5% |
| Participation rate | 59.3% | 64.5%-5.3pp | 77.8%-18.5pp | 69.6%-10.3pp |
| Annual return | -10.26% | -1.55%-8.7pp | 1.83%-12.1pp | 7.63%-17.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,769 | $3,448+67.3% | $5,277+9.3% | $3,470+66.3% |
| Admin fee / account holder | $5,950 | $4,174+42.5% | $9,109-34.7% | $4,888+21.7% |