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 | $64,781 | $58,083+11.5% | $80,019-19.0% | $56,287+15.1% |
| Participation rate | 41.0% | 73.6%-32.6pp | 75.8%-34.8pp | 69.9%-28.9pp |
| Annual return | -8.27% | 34.61%-42.9pp | 11.22%-19.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $2,475 | $1,932+28.1% | $2,468+0.3% | $2,111+17.2% |
| Participant deferral / active EE | $2,164 | $3,135-31.0% | $3,686-41.3% | $3,350-35.4% |
| Admin fee / account holder | $3,402 | $623+446.5% | $6,521-47.8% | $521+553.1% |