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 | $168,690 | $175,600-3.9% | $129,110+30.7% | $134,475+25.4% |
| Participation rate | 68.2% | 81.6%-13.4pp | 77.3%-9.1pp | 81.2%-13.0pp |
| Annual return | -21.02% | -11.39%-9.6pp | -10.94%-10.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $4,250 | $6,355-33.1% | $5,052-15.9% | $4,740-10.3% |
| Participant deferral / active EE | $7,713 | $7,975-3.3% | $6,542+17.9% | $6,400+20.5% |
| Admin fee / account holder | $2,047 | $23,567-91.3% | $14,302-85.7% | $11,426-82.1% |