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 | $96,258 | $91,538+5.2% | $129,995-26.0% | $75,163+28.1% |
| Participation rate | 65.8% | 71.4%-5.6pp | 78.5%-12.7pp | 67.2%-1.4pp |
| Annual return | 12.11% | -631.11%+643.2pp | -137.18%+149.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $802 | $2,845-71.8% | $4,320-81.4% | $2,670-70.0% |
| Participant deferral / active EE | $3,811 | $4,341-12.2% | $5,820-34.5% | $4,125-7.6% |
| Admin fee / account holder | $13,402 | $6,790+97.4% | $10,614+26.3% | $5,651+137.2% |