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 | $174,794 | $81,900+113.4% | $119,609+46.1% | $68,494+155.2% |
| Participation rate | 30.8% | 71.9%-41.1pp | 79.3%-48.5pp | 67.9%-37.1pp |
| Annual return | -20.41% | -23.82%+3.4pp | -14.97%-5.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $707 | $2,693-73.7% | $4,232-83.3% | $2,596-72.8% |
| Participant deferral / active EE | $2,275 | $4,148-45.1% | $5,602-59.4% | $4,027-43.5% |
| Admin fee / account holder | $1,423 | $6,582-78.4% | $10,323-86.2% | $5,403-73.7% |