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 | $98,331 | $54,229+81.3% | $70,092+40.3% | $68,494+43.6% |
| Participation rate | 64.6% | 64.5%+0.1pp | 70.5%-5.9pp | 67.9%-3.3pp |
| Annual return | -22.52% | -13.87%-8.7pp | 190.73%-213.3pp | -7.84%-14.7pp |
| Employer contribution / active EE | $2,304 | $2,018+14.2% | $2,559-9.9% | $2,596-11.2% |
| Participant deferral / active EE | $4,277 | $2,956+44.7% | $3,849+11.1% | $4,027+6.2% |
| Admin fee / account holder | $665 | $4,694-85.8% | $6,267-89.4% | $5,403-87.7% |