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 | $101,699 | $56,357+80.5% | $104,294-2.5% | $68,494+48.5% |
| Participation rate | 57.9% | 63.3%-5.4pp | 73.3%-15.4pp | 67.9%-10.0pp |
| Annual return | -20.55% | -9.19%-11.4pp | 24.61%-45.2pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,819 | $1,960+43.8% | $3,372-16.4% | $2,596+8.6% |
| Participant deferral / active EE | $5,511 | $3,077+79.1% | $4,625+19.2% | $4,027+36.9% |
| Admin fee / account holder | $16,615 | $4,903+238.9% | $7,339+126.4% | $5,403+207.5% |