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 | $80,595 | $163,676-50.8% | $129,110-37.6% | - |
| Participation rate | 69.7% | 66.2%+3.5pp | 77.3%-7.6pp | - |
| Annual return | -20.62% | -11.88%-8.7pp | -10.94%-9.7pp | - |
| Employer contribution / active EE | $3,898 | $2,304+69.2% | $5,052-22.8% | - |
| Participant deferral / active EE | $5,944 | $3,975+49.5% | $6,542-9.1% | - |
| Admin fee / account holder | $12,242 | $34,290-64.3% | $14,302-14.4% | - |