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 | $64,010 | $48,274+32.6% | $63,517+0.8% | $59,632+7.3% |
| Participation rate | 66.7% | 66.3%+0.3pp | 71.0%-4.4pp | 68.7%-2.0pp |
| Annual return | -4.16% | -240.79%+236.6pp | -70.30%+66.1pp | 2041.28%-2045.4pp |
| Employer contribution / active EE | $1,458 | $1,586-8.1% | $2,322-37.2% | $2,203-33.8% |
| Participant deferral / active EE | $2,912 | $2,343+24.3% | $2,953-1.4% | $3,192-8.8% |
| Admin fee / account holder | $4,729 | $3,600+31.4% | $5,892-19.7% | $4,297+10.0% |