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 | $67,196 | $56,114+19.7% | $96,139-30.1% | $85,850-21.7% |
| Participation rate | 65.8% | 56.7%+9.1pp | 68.4%-2.7pp | 69.3%-3.5pp |
| Annual return | -13.93% | 42.30%-56.2pp | 191.94%-205.9pp | 318.53%-332.5pp |
| Employer contribution / active EE | $1,706 | $1,620+5.3% | $2,797-39.0% | $2,565-33.5% |
| Participant deferral / active EE | $2,826 | $2,859-1.2% | $4,349-35.0% | $3,952-28.5% |
| Admin fee / account holder | $1,017 | $3,768-73.0% | $5,537-81.6% | $6,260-83.8% |