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 | $86,520 | $48,265+79.3% | $68,791+25.8% | $68,494+26.3% |
| Participation rate | 17.8% | 60.7%-42.9pp | 69.0%-51.2pp | 67.9%-50.1pp |
| Annual return | -20.52% | -12.71%-7.8pp | -6.38%-14.1pp | -7.84%-12.7pp |
| Employer contribution / active EE | $473 | $1,829-74.1% | $2,655-82.2% | $2,596-81.8% |
| Participant deferral / active EE | $1,200 | $2,867-58.1% | $3,941-69.5% | $4,027-70.2% |
| Admin fee / account holder | $1,202 | $4,355-72.4% | $4,932-75.6% | $5,403-77.8% |