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 | $96,964 | $73,004+32.8% | $90,749+6.8% | $68,494+41.6% |
| Participation rate | 53.3% | 70.8%-17.5pp | 75.7%-22.4pp | 67.9%-14.6pp |
| Annual return | -19.63% | -13.81%-5.8pp | -12.16%-7.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,443 | $2,193-34.2% | $2,921-50.6% | $2,596-44.4% |
| Participant deferral / active EE | $3,159 | $3,627-12.9% | $4,564-30.8% | $4,027-21.5% |
| Admin fee / account holder | $14,471 | $5,896+145.4% | $8,445+71.4% | $5,403+167.8% |