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 | $61,685 | $82,664-25.4% | $125,339-50.8% | $68,494-9.9% |
| Participation rate | 58.1% | 75.0%-16.9pp | 82.4%-24.2pp | 67.9%-9.7pp |
| Annual return | -28.68% | -5.97%-22.7pp | 572.05%-600.7pp | -7.84%-20.8pp |
| Employer contribution / active EE | $2,717 | $3,381-19.6% | $4,814-43.6% | $2,596+4.7% |
| Participant deferral / active EE | $6,603 | $6,110+8.1% | $7,446-11.3% | $4,027+64.0% |
| Admin fee / account holder | $6,014 | $6,275-4.2% | $10,010-39.9% | $5,403+11.3% |