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 | $148,744 | $73,004+103.7% | $90,749+63.9% | $68,494+117.2% |
| Participation rate | 69.8% | 70.8%-1.1pp | 75.7%-5.9pp | 67.9%+1.9pp |
| Annual return | -24.64% | -13.81%-10.8pp | -12.16%-12.5pp | -7.84%-16.8pp |
| Employer contribution / active EE | $1,430 | $2,193-34.8% | $2,921-51.0% | $2,596-44.9% |
| Participant deferral / active EE | $2,438 | $3,627-32.8% | $4,564-46.6% | $4,027-39.5% |
| Admin fee / account holder | $6,310 | $5,896+7.0% | $8,445-25.3% | $5,403+16.8% |