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 6-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 | $74,477 | $61,774+20.6% | $97,226-23.4% | $80,856-7.9% |
| Participation rate | 63.0% | 63.5%-0.5pp | 72.7%-9.7pp | 67.6%-4.7pp |
| Annual return | 6.04% | -557.90%+563.9pp | 75.13%-69.1pp | 35.59%-29.6pp |
| Employer contribution / active EE | $1,680 | $1,837-8.5% | $2,729-38.4% | $2,755-39.0% |
| Participant deferral / active EE | $2,309 | $3,029-23.8% | $4,264-45.8% | $4,296-46.2% |
| Admin fee / account holder | $46,489 | $5,166+799.9% | $5,654+722.3% | $6,918+572.0% |