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 | $105,697 | $82,664+27.9% | $125,339-15.7% | $68,494+54.3% |
| Participation rate | 57.7% | 75.0%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -20.27% | -5.97%-14.3pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,906 | $3,381+15.5% | $4,814-18.9% | $2,596+50.5% |
| Participant deferral / active EE | $5,954 | $6,110-2.6% | $7,446-20.0% | $4,027+47.8% |
| Admin fee / account holder | $3,211 | $6,275-48.8% | $10,010-67.9% | $5,403-40.6% |