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 | $113,305 | $59,805+89.5% | $79,550+42.4% | $68,494+65.4% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -19.99% | -12.30%-7.7pp | 0.16%-20.2pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,318 | $1,505-12.4% | $2,413-45.4% | $2,596-49.2% |
| Participant deferral / active EE | $2,967 | $3,024-1.9% | $3,985-25.5% | $4,027-26.3% |
| Admin fee / account holder | $6,841 | $4,835+41.5% | $6,832+0.1% | $5,403+26.6% |