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 | $126,335 | $64,707+95.2% | $112,228+12.6% | $68,494+84.4% |
| Participation rate | 57.5% | 67.2%-9.7pp | 75.1%-17.6pp | 67.9%-10.4pp |
| Annual return | -24.59% | -11.40%-13.2pp | 27.45%-52.0pp | -7.84%-16.7pp |
| Employer contribution / active EE | $738 | $2,746-73.1% | $3,635-79.7% | $2,596-71.6% |
| Participant deferral / active EE | $2,074 | $3,565-41.8% | $4,728-56.1% | $4,027-48.5% |
| Admin fee / account holder | $24,212 | $5,232+362.7% | $6,410+277.7% | $5,403+348.1% |