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 | $92,712 | $65,435+41.7% | $86,677+7.0% | $66,914+38.6% |
| Participation rate | 55.0% | 75.5%-20.5pp | 76.6%-21.6pp | 69.8%-14.8pp |
| Annual return | -22.96% | -10.89%-12.1pp | 35.91%-58.9pp | 1.58%-24.5pp |
| Employer contribution / active EE | $1,834 | $2,153-14.8% | $2,836-35.3% | $2,544-27.9% |
| Participant deferral / active EE | $2,956 | $4,100-27.9% | $4,656-36.5% | $4,237-30.2% |
| Admin fee / account holder | $6,551 | $642+921.2% | $7,493-12.6% | $593+1004.3% |