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 | $85,405 | $100,754-15.2% | $86,677-1.5% | $134,475-36.5% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -25.19% | 29.04%-54.2pp | 35.91%-61.1pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,203 | $3,489-36.9% | $2,836-22.3% | $4,740-53.5% |
| Participant deferral / active EE | $6,448 | $5,338+20.8% | $4,656+38.5% | $6,400+0.7% |
| Admin fee / account holder | $6,234 | $10,926-42.9% | $7,493-16.8% | $11,426-45.4% |