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 | $131,404 | $71,883+82.8% | $86,677+51.6% | $68,494+91.8% |
| Participation rate | 57.5% | 72.2%-14.7pp | 76.6%-19.1pp | 67.9%-10.4pp |
| Annual return | -24.92% | 3.52%-28.4pp | 35.91%-60.8pp | -7.84%-17.1pp |
| Employer contribution / active EE | $2,693 | $2,173+23.9% | $2,836-5.0% | $2,596+3.7% |
| Participant deferral / active EE | $5,685 | $3,779+50.4% | $4,656+22.1% | $4,027+41.2% |
| Admin fee / account holder | $5,483 | $6,112-10.3% | $7,493-26.8% | $5,403+1.5% |