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 | $74,554 | $77,813-4.2% | $123,544-39.7% | $64,186+16.2% |
| Participation rate | 61.1% | 74.7%-13.6pp | 82.3%-21.2pp | 69.6%-8.5pp |
| Annual return | -8.98% | 12.48%-21.5pp | 119.20%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,218 | $3,014-26.4% | $4,628-52.1% | $2,381-6.8% |
| Participant deferral / active EE | $4,870 | $5,240-7.1% | $6,426-24.2% | $3,470+40.4% |
| Admin fee / account holder | $2,834 | $5,519-48.6% | $9,284-69.5% | $4,888-42.0% |