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 7-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 | $74,822 | $54,229+38.0% | $70,092+6.7% | $68,494+9.2% |
| Participation rate | 61.5% | 64.5%-2.9pp | 70.5%-8.9pp | 67.9%-6.3pp |
| Annual return | -19.52% | -13.87%-5.6pp | 190.73%-210.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $806 | $2,018-60.1% | $2,559-68.5% | $2,596-69.0% |
| Participant deferral / active EE | $4,673 | $2,956+58.1% | $3,849+21.4% | $4,027+16.0% |
| Admin fee / account holder | $4,905 | $4,694+4.5% | $6,267-21.7% | $5,403-9.2% |