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 | $127,502 | $95,862+33.0% | $79,550+60.3% | $134,475-5.2% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -24.60% | -2.69%-21.9pp | 0.16%-24.8pp | 417.96%-442.6pp |
| Employer contribution / active EE | $1,249 | $3,128-60.1% | $2,413-48.2% | $4,740-73.6% |
| Participant deferral / active EE | $2,928 | $4,693-37.6% | $3,985-26.5% | $6,400-54.3% |
| Admin fee / account holder | $1,443 | $9,126-84.2% | $6,832-78.9% | $11,426-87.4% |