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 | $84,610 | $73,933+14.4% | $96,683-12.5% | $75,163+12.6% |
| Participation rate | 58.5% | 66.4%-8.0pp | 74.3%-15.9pp | 67.2%-8.7pp |
| Annual return | -7.68% | 26.70%-34.4pp | 35.69%-43.4pp | 160.62%-168.3pp |
| Employer contribution / active EE | $1,276 | $2,928-56.4% | $3,737-65.9% | $2,670-52.2% |
| Participant deferral / active EE | $6,063 | $3,659+65.7% | $4,878+24.3% | $4,125+47.0% |
| Admin fee / account holder | $2,577 | $5,216-50.6% | $6,730-61.7% | $5,651-54.4% |