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 | $72,798 | $64,839+12.3% | $95,585-23.8% | $84,808-14.2% |
| Participation rate | 63.0% | 63.8%-0.9pp | 72.1%-9.1pp | 68.3%-5.3pp |
| Annual return | 12.93% | -670.96%+683.9pp | 38.56%-25.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,771 | $1,759+0.7% | $2,527-29.9% | $2,631-32.7% |
| Participant deferral / active EE | $2,411 | $2,965-18.7% | $4,023-40.1% | $4,212-42.8% |
| Admin fee / account holder | $13,095 | $5,964+119.6% | $6,127+113.7% | $7,344+78.3% |