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 | $105,367 | $64,707+62.8% | $112,228-6.1% | $68,494+53.8% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -20.01% | -11.40%-8.6pp | 27.45%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,238 | $2,746-18.5% | $3,635-38.4% | $2,596-13.8% |
| Participant deferral / active EE | $5,036 | $3,565+41.3% | $4,728+6.5% | $4,027+25.1% |
| Admin fee / account holder | $16,104 | $5,232+207.8% | $6,410+151.2% | $5,403+198.1% |