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 | $90,903 | $97,881-7.1% | $80,004+13.6% | $125,391-27.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | -4.16% | 9.36%-13.5pp | 7.63%-11.8pp | 282.22%-286.4pp |
| Employer contribution / active EE | $787 | $3,128-74.8% | $2,473-68.2% | $4,866-83.8% |
| Participant deferral / active EE | $11,590 | $3,744+209.5% | $3,204+261.8% | $5,352+116.6% |
| Admin fee / account holder | $1,129 | $6,278-82.0% | $5,033-77.6% | $9,540-88.2% |