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 | $103,716 | $73,933+40.3% | $96,683+7.3% | $75,163+38.0% |
| Participation rate | 67.4% | 66.4%+1.0pp | 74.3%-7.0pp | 67.2%+0.2pp |
| Annual return | -6.11% | 26.70%-32.8pp | 35.69%-41.8pp | 160.62%-166.7pp |
| Employer contribution / active EE | $1,336 | $2,928-54.4% | $3,737-64.3% | $2,670-50.0% |
| Participant deferral / active EE | $3,811 | $3,659+4.2% | $4,878-21.9% | $4,125-7.6% |
| Admin fee / account holder | $12,424 | $5,216+138.2% | $6,730+84.6% | $5,651+119.9% |