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 | $96,287 | $49,177+95.8% | $79,464+21.2% | $64,186+50.0% |
| Participation rate | 45.9% | 65.0%-19.1pp | 73.3%-27.4pp | 69.6%-23.6pp |
| Annual return | -8.75% | -1.16%-7.6pp | 718.14%-726.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $413 | $2,076-80.1% | $2,800-85.3% | $2,381-82.7% |
| Participant deferral / active EE | $2,480 | $2,821-12.1% | $3,704-33.0% | $3,470-28.5% |
| Admin fee / account holder | $6,080 | $3,839+58.4% | $5,113+18.9% | $4,888+24.4% |