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 | $88,049 | $69,010+27.6% | $159,960-45.0% | $68,494+28.5% |
| Participation rate | 64.5% | 65.4%-0.9pp | 78.0%-13.4pp | 67.9%-3.4pp |
| Annual return | -20.31% | -9.65%-10.7pp | 408.60%-428.9pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,165 | $2,213-47.3% | $4,226-72.4% | $2,596-55.1% |
| Participant deferral / active EE | $4,053 | $4,212-3.8% | $6,182-34.4% | $4,027+0.7% |
| Admin fee / account holder | $1,733 | $4,798-63.9% | $8,698-80.1% | $5,403-67.9% |