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 | $79,858 | $64,707+23.4% | $112,228-28.8% | $68,494+16.6% |
| Participation rate | 65.9% | 67.2%-1.3pp | 75.1%-9.2pp | 67.9%-2.0pp |
| Annual return | -22.20% | -11.40%-10.8pp | 27.45%-49.6pp | -7.84%-14.4pp |
| Employer contribution / active EE | $2,653 | $2,746-3.4% | $3,635-27.0% | $2,596+2.2% |
| Participant deferral / active EE | $4,054 | $3,565+13.7% | $4,728-14.3% | $4,027+0.7% |
| Admin fee / account holder | $12,555 | $5,232+140.0% | $6,410+95.9% | $5,403+132.4% |