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 | $199,720 | $81,900+143.9% | $119,609+67.0% | $68,494+191.6% |
| Participation rate | 64.0% | 71.9%-7.9pp | 79.3%-15.3pp | 67.9%-3.9pp |
| Annual return | -19.17% | -23.82%+4.6pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,468 | $2,693-8.4% | $4,232-41.7% | $2,596-4.9% |
| Participant deferral / active EE | $1,922 | $4,148-53.7% | $5,602-65.7% | $4,027-52.3% |
| Admin fee / account holder | $3,300 | $6,582-49.9% | $10,323-68.0% | $5,403-38.9% |