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 | $173,751 | $71,883+141.7% | $86,677+100.5% | $68,494+153.7% |
| Participation rate | 66.2% | 72.2%-6.1pp | 76.6%-10.4pp | 67.9%-1.7pp |
| Annual return | -22.77% | 3.52%-26.3pp | 35.91%-58.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $2,019 | $2,173-7.1% | $2,836-28.8% | $2,596-22.2% |
| Participant deferral / active EE | $4,405 | $3,779+16.6% | $4,656-5.4% | $4,027+9.4% |
| Admin fee / account holder | $33,033 | $6,112+440.5% | $7,493+340.8% | $5,403+511.4% |