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 | $140,889 | $81,900+72.0% | $119,609+17.8% | $68,494+105.7% |
| Participation rate | 30.8% | 71.9%-41.1pp | 79.3%-48.5pp | 67.9%-37.1pp |
| Annual return | -18.92% | -23.82%+4.9pp | -14.97%-3.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $871 | $2,693-67.7% | $4,232-79.4% | $2,596-66.5% |
| Participant deferral / active EE | $3,484 | $4,148-16.0% | $5,602-37.8% | $4,027-13.5% |
| Admin fee / account holder | $1,091 | $6,582-83.4% | $10,323-89.4% | $5,403-79.8% |