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 | $102,098 | $80,968+26.1% | $96,544+5.8% | $75,163+35.8% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | -0.66% | 27.06%-27.7pp | 25.84%-26.5pp | 160.62%-161.3pp |
| Employer contribution / active EE | $1,759 | $2,282-22.9% | $2,965-40.7% | $2,670-34.1% |
| Participant deferral / active EE | $3,760 | $3,928-4.3% | $4,851-22.5% | $4,125-8.9% |
| Admin fee / account holder | $11,595 | $6,724+72.4% | $8,252+40.5% | $5,651+105.2% |