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 | $130,501 | $73,004+78.8% | $90,749+43.8% | $68,494+90.5% |
| Participation rate | 60.7% | 70.8%-10.1pp | 75.7%-15.0pp | 67.9%-7.2pp |
| Annual return | -20.55% | -13.81%-6.7pp | -12.16%-8.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $3,433 | $2,193+56.6% | $2,921+17.5% | $2,596+32.2% |
| Participant deferral / active EE | $6,152 | $3,627+69.6% | $4,564+34.8% | $4,027+52.8% |
| Admin fee / account holder | $1,932 | $5,896-67.2% | $8,445-77.1% | $5,403-64.2% |