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 | $101,894 | $62,586+62.8% | $76,768+32.7% | $64,186+58.7% |
| Participation rate | 68.0% | 72.8%-4.8pp | 77.0%-9.0pp | 69.6%-1.6pp |
| Annual return | -9.43% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $5,102 | $1,832+178.5% | $2,485+105.3% | $2,381+114.3% |
| Participant deferral / active EE | $4,916 | $3,145+56.3% | $3,852+27.6% | $3,470+41.7% |
| Admin fee / account holder | $625 | $4,667-86.6% | $6,675-90.6% | $4,888-87.2% |