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 | $63,738 | $61,774+3.2% | $97,226-34.4% | $80,856-21.2% |
| Participation rate | 53.2% | 63.5%-10.3pp | 72.7%-19.5pp | 67.6%-14.4pp |
| Annual return | 10.23% | -557.90%+568.1pp | 75.13%-64.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,593 | $1,837-13.3% | $2,729-41.6% | $2,755-42.2% |
| Participant deferral / active EE | $2,405 | $3,029-20.6% | $4,264-43.6% | $4,296-44.0% |
| Admin fee / account holder | $6,621 | $5,166+28.2% | $5,654+17.1% | $6,918-4.3% |