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 | $134,041 | $81,900+63.7% | $119,609+12.1% | $68,494+95.7% |
| Participation rate | 67.9% | 71.9%-4.0pp | 79.3%-11.4pp | 67.9%0pp |
| Annual return | -20.24% | -23.82%+3.6pp | -14.97%-5.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $5,587 | $2,693+107.4% | $4,232+32.0% | $2,596+115.2% |
| Participant deferral / active EE | $3,794 | $4,148-8.5% | $5,602-32.3% | $4,027-5.8% |
| Admin fee / account holder | $15,206 | $6,582+131.0% | $10,323+47.3% | $5,403+181.5% |