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 | $82,038 | $95,193-13.8% | $76,523+7.2% | $135,375-39.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -11.01% | 4.85%-15.9pp | -0.27%-10.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,995 | $3,302-9.3% | $2,647+13.1% | $4,779-37.3% |
| Participant deferral / active EE | $6,142 | $4,639+32.4% | $3,835+60.1% | $5,609+9.5% |
| Admin fee / account holder | $1,836 | $6,249-70.6% | $4,848-62.1% | $10,827-83.0% |