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 | $112,286 | $97,125+15.6% | $86,233+30.2% | $137,256-18.2% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.0%-10.2pp | 80.0%-21.1pp |
| Annual return | -3.74% | 74.19%-77.9pp | 61.39%-65.1pp | 220.34%-224.1pp |
| Employer contribution / active EE | $1,338 | $2,841-52.9% | $2,504-46.6% | $4,156-67.8% |
| Participant deferral / active EE | $4,997 | $5,180-3.5% | $4,559+9.6% | $6,407-22.0% |
| Admin fee / account holder | $5,532 | $9,725-43.1% | $8,342-33.7% | $12,270-54.9% |