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 | $84,620 | $64,707+30.8% | $112,228-24.6% | $68,494+23.5% |
| Participation rate | 54.9% | 67.2%-12.2pp | 75.1%-20.2pp | 67.9%-13.0pp |
| Annual return | -23.85% | -11.40%-12.5pp | 27.45%-51.3pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,988 | $2,746-27.6% | $3,635-45.3% | $2,596-23.4% |
| Participant deferral / active EE | $3,829 | $3,565+7.4% | $4,728-19.0% | $4,027-4.9% |
| Admin fee / account holder | $6,796 | $5,232+29.9% | $6,410+6.0% | $5,403+25.8% |