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 | $104,756 | $81,900+27.9% | $119,609-12.4% | $68,494+52.9% |
| Participation rate | 57.1% | 71.9%-14.7pp | 79.3%-22.1pp | 67.9%-10.7pp |
| Annual return | -19.70% | -23.82%+4.1pp | -14.97%-4.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $739 | $2,693-72.6% | $4,232-82.5% | $2,596-71.6% |
| Participant deferral / active EE | $2,438 | $4,148-41.2% | $5,602-56.5% | $4,027-39.5% |
| Admin fee / account holder | $2,731 | $6,582-58.5% | $10,323-73.5% | $5,403-49.4% |