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 | $90,868 | $27,641+228.7% | $61,373+48.1% | $68,494+32.7% |
| Participation rate | 55.0% | 39.5%+15.5pp | 52.6%+2.4pp | 67.9%-12.9pp |
| Annual return | -26.80% | -13.24%-13.6pp | 338.61%-365.4pp | -7.84%-19.0pp |
| Employer contribution / active EE | $1,189 | $695+70.9% | $1,159+2.5% | $2,596-54.2% |
| Participant deferral / active EE | $3,666 | $1,263+190.2% | $2,125+72.5% | $4,027-9.0% |
| Admin fee / account holder | $2,085 | $2,010+3.7% | $2,130-2.1% | $5,403-61.4% |