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 | $112,144 | $54,350+106.3% | $82,719+35.6% | $68,494+63.7% |
| Participation rate | 58.6% | 63.9%-5.3pp | 72.6%-13.9pp | 67.9%-9.3pp |
| Annual return | -20.49% | -13.67%-6.8pp | 701.18%-721.7pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,696 | $2,218-23.6% | $3,009-43.7% | $2,596-34.7% |
| Participant deferral / active EE | $3,517 | $3,246+8.3% | $4,395-20.0% | $4,027-12.7% |
| Admin fee / account holder | $1,426 | $4,395-67.6% | $5,329-73.2% | $5,403-73.6% |