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 | $88,570 | $71,883+23.2% | $86,677+2.2% | $68,494+29.3% |
| Participation rate | 51.6% | 72.2%-20.6pp | 76.6%-25.0pp | 67.9%-16.3pp |
| Annual return | -30.44% | 3.52%-34.0pp | 35.91%-66.4pp | -7.84%-22.6pp |
| Employer contribution / active EE | $947 | $2,173-56.4% | $2,836-66.6% | $2,596-63.5% |
| Participant deferral / active EE | $3,628 | $3,779-4.0% | $4,656-22.1% | $4,027-9.9% |
| Admin fee / account holder | $647 | $6,112-89.4% | $7,493-91.4% | $5,403-88.0% |