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 | $57,683 | $57,354+0.6% | $83,848-31.2% | $64,186-10.1% |
| Participation rate | 65.6% | 68.6%-3.0pp | 76.1%-10.5pp | 69.6%-3.9pp |
| Annual return | -18.56% | 11.38%-29.9pp | 850.88%-869.4pp | 7.63%-26.2pp |
| Employer contribution / active EE | $8,312 | $2,545+226.5% | $3,631+128.9% | $2,381+249.1% |
| Participant deferral / active EE | $2,297 | $2,993-23.3% | $4,082-43.7% | $3,470-33.8% |
| Admin fee / account holder | $7,470 | $4,046+84.7% | $5,478+36.4% | $4,888+52.8% |