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 | $99,998 | $82,664+21.0% | $125,339-20.2% | $68,494+46.0% |
| Participation rate | 62.7% | 75.0%-12.3pp | 82.4%-19.6pp | 67.9%-5.1pp |
| Annual return | -24.37% | -5.97%-18.4pp | 572.05%-596.4pp | -7.84%-16.5pp |
| Employer contribution / active EE | $1,137 | $3,381-66.4% | $4,814-76.4% | $2,596-56.2% |
| Participant deferral / active EE | $7,345 | $6,110+20.2% | $7,446-1.4% | $4,027+82.4% |
| Admin fee / account holder | $2,842 | $6,275-54.7% | $10,010-71.6% | $5,403-47.4% |