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 5-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 | $91,663 | $25,979+252.8% | $71,735+27.8% | $68,494+33.8% |
| Participation rate | 28.2% | 54.5%-26.3pp | 62.3%-34.1pp | 67.9%-39.7pp |
| Annual return | -20.33% | -15.10%-5.2pp | 9.14%-29.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $991 | $900+10.0% | $1,704-41.9% | $2,596-61.8% |
| Participant deferral / active EE | $1,871 | $1,522+22.9% | $2,658-29.6% | $4,027-53.5% |
| Admin fee / account holder | $501 | $2,022-75.2% | $3,974-87.4% | $5,403-90.7% |