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 | $108,878 | $84,527+28.8% | $67,711+60.8% | $125,391-13.2% |
| Participation rate | 64.7% | 74.8%-10.1pp | 67.5%-2.8pp | 83.2%-18.5pp |
| Annual return | -4.46% | 2.57%-7.0pp | 25.41%-29.9pp | 282.22%-286.7pp |
| Employer contribution / active EE | $3,908 | $3,292+18.7% | $2,559+52.7% | $4,866-19.7% |
| Participant deferral / active EE | $3,803 | $4,429-14.1% | $3,585+6.1% | $5,352-28.9% |
| Admin fee / account holder | $2,372 | $5,340-55.6% | $4,255-44.2% | $9,540-75.1% |