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 | $177,998 | $110,094+61.7% | $151,611+17.4% | $68,494+159.9% |
| Participation rate | 69.0% | 84.0%-15.0pp | 87.5%-18.5pp | 67.9%+1.1pp |
| Annual return | -21.59% | -10.12%-11.5pp | 3.33%-24.9pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,653 | $4,471-40.6% | $6,166-57.0% | $2,596+2.2% |
| Participant deferral / active EE | $5,846 | $6,527-10.4% | $8,363-30.1% | $4,027+45.2% |
| Admin fee / account holder | $6,311 | $7,719-18.2% | $11,616-45.7% | $5,403+16.8% |