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 | $78,715 | $75,935+3.7% | $60,547+30.0% | $125,391-37.2% |
| Participation rate | 69.2% | 76.5%-7.3pp | 68.0%+1.3pp | 83.2%-14.0pp |
| Annual return | -4.11% | -5.38%+1.3pp | 335.64%-339.8pp | 282.22%-286.3pp |
| Employer contribution / active EE | $441 | $3,438-87.2% | $2,419-81.8% | $4,866-90.9% |
| Participant deferral / active EE | $1,502 | $4,506-66.7% | $3,328-54.9% | $5,352-71.9% |
| Admin fee / account holder | $1,430 | $6,768-78.9% | $4,536-68.5% | $9,540-85.0% |