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 | $89,977 | $43,723+105.8% | $121,196-25.8% | $64,186+40.2% |
| Participation rate | 30.9% | 58.3%-27.4pp | 71.7%-40.8pp | 69.6%-38.7pp |
| Annual return | -19.73% | 68.91%-88.6pp | 16.93%-36.7pp | 7.63%-27.4pp |
| Employer contribution / active EE | $314 | $1,296-75.8% | $4,022-92.2% | $2,381-86.8% |
| Participant deferral / active EE | $895 | $2,280-60.7% | $3,344-73.2% | $3,470-74.2% |
| Admin fee / account holder | $6,982 | $3,501+99.4% | $5,019+39.1% | $4,888+42.8% |