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 | $86,663 | $71,883+20.6% | $86,6770% | $68,494+26.5% |
| Participation rate | 65.4% | 72.2%-6.9pp | 76.6%-11.2pp | 67.9%-2.5pp |
| Annual return | -20.84% | 3.52%-24.4pp | 35.91%-56.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $710 | $2,173-67.3% | $2,836-75.0% | $2,596-72.7% |
| Participant deferral / active EE | $6,883 | $3,779+82.1% | $4,656+47.8% | $4,027+70.9% |
| Admin fee / account holder | $25,214 | $6,112+312.5% | $7,493+236.5% | $5,403+366.7% |