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 | $114,305 | $64,707+76.7% | $112,228+1.9% | $68,494+66.9% |
| Participation rate | 52.8% | 67.2%-14.3pp | 75.1%-22.2pp | 67.9%-15.1pp |
| Annual return | -20.15% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,349 | $2,746-50.9% | $3,635-62.9% | $2,596-48.1% |
| Participant deferral / active EE | $3,093 | $3,565-13.2% | $4,728-34.6% | $4,027-23.2% |
| Admin fee / account holder | $1,237 | $5,232-76.4% | $6,410-80.7% | $5,403-77.1% |