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 | $74,937 | $65,435+14.5% | $86,677-13.5% | $66,914+12.0% |
| Participation rate | 57.4% | 75.5%-18.0pp | 76.6%-19.2pp | 69.8%-12.4pp |
| Annual return | -19.59% | -10.89%-8.7pp | 35.91%-55.5pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,248 | $2,153-42.1% | $2,836-56.0% | $2,544-51.0% |
| Participant deferral / active EE | $3,627 | $4,100-11.5% | $4,656-22.1% | $4,237-14.4% |
| Admin fee / account holder | $1,090 | $642+69.9% | $7,493-85.5% | $593+83.7% |