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 | $130,574 | $81,900+59.4% | $119,609+9.2% | $68,494+90.6% |
| Participation rate | 62.1% | 71.9%-9.8pp | 79.3%-17.2pp | 67.9%-5.8pp |
| Annual return | -23.30% | -23.82%+0.5pp | -14.97%-8.3pp | -7.84%-15.5pp |
| Employer contribution / active EE | $904 | $2,693-66.5% | $4,232-78.6% | $2,596-65.2% |
| Participant deferral / active EE | $2,583 | $4,148-37.7% | $5,602-53.9% | $4,027-35.9% |
| Admin fee / account holder | $3,600 | $6,582-45.3% | $10,323-65.1% | $5,403-33.4% |