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 | $73,513 | $57,354+28.2% | $83,848-12.3% | $64,186+14.5% |
| Participation rate | 56.1% | 68.6%-12.5pp | 76.1%-20.0pp | 69.6%-13.5pp |
| Annual return | -9.79% | 11.38%-21.2pp | 850.88%-860.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,333 | $2,545-8.3% | $3,631-35.7% | $2,381-2.0% |
| Participant deferral / active EE | $4,574 | $2,993+52.8% | $4,082+12.1% | $3,470+31.8% |
| Admin fee / account holder | $936 | $4,046-76.9% | $5,478-82.9% | $4,888-80.9% |