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 | $155,315 | $81,900+89.6% | $119,609+29.9% | $68,494+126.8% |
| Participation rate | 40.4% | 71.9%-31.5pp | 79.3%-38.8pp | 67.9%-27.5pp |
| Annual return | -23.09% | -23.82%+0.7pp | -14.97%-8.1pp | -7.84%-15.2pp |
| Employer contribution / active EE | $2,669 | $2,693-0.9% | $4,232-36.9% | $2,596+2.8% |
| Participant deferral / active EE | $4,080 | $4,148-1.6% | $5,602-27.2% | $4,027+1.3% |
| Admin fee / account holder | $2,637 | $6,582-59.9% | $10,323-74.5% | $5,403-51.2% |