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 | $87,425 | $58,083+50.5% | $80,019+9.3% | $56,287+55.3% |
| Participation rate | 64.2% | 73.6%-9.4pp | 75.8%-11.6pp | 69.9%-5.6pp |
| Annual return | -7.07% | 34.61%-41.7pp | 11.22%-18.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,893 | $1,932-2.0% | $2,468-23.3% | $2,111-10.3% |
| Participant deferral / active EE | $3,125 | $3,135-0.3% | $3,686-15.2% | $3,350-6.7% |
| Admin fee / account holder | $2,017 | $623+223.9% | $6,521-69.1% | $521+287.1% |