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 | $92,764 | $71,883+29.0% | $86,677+7.0% | $68,494+35.4% |
| Participation rate | 36.4% | 72.2%-35.9pp | 76.6%-40.2pp | 67.9%-31.5pp |
| Annual return | -23.37% | 3.52%-26.9pp | 35.91%-59.3pp | -7.84%-15.5pp |
| Employer contribution / active EE | $1,043 | $2,173-52.0% | $2,836-63.2% | $2,596-59.8% |
| Participant deferral / active EE | $4,571 | $3,779+21.0% | $4,656-1.8% | $4,027+13.5% |
| Admin fee / account holder | $472 | $6,112-92.3% | $7,493-93.7% | $5,403-91.3% |