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 | $104,502 | $56,357+85.4% | $104,294+0.2% | $68,494+52.6% |
| Participation rate | 66.7% | 63.3%+3.4pp | 73.3%-6.6pp | 67.9%-1.2pp |
| Annual return | -19.63% | -9.19%-10.4pp | 24.61%-44.2pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,183 | $1,960+11.4% | $3,372-35.3% | $2,596-15.9% |
| Participant deferral / active EE | $3,820 | $3,077+24.2% | $4,625-17.4% | $4,027-5.1% |
| Admin fee / account holder | $1,067 | $4,903-78.2% | $7,339-85.5% | $5,403-80.2% |