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 | $84,656 | $71,883+17.8% | $86,677-2.3% | $68,494+23.6% |
| Participation rate | 47.9% | 72.2%-24.4pp | 76.6%-28.7pp | 67.9%-20.0pp |
| Annual return | -21.80% | 3.52%-25.3pp | 35.91%-57.7pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,283 | $2,173-41.0% | $2,836-54.8% | $2,596-50.6% |
| Participant deferral / active EE | $2,132 | $3,779-43.6% | $4,656-54.2% | $4,027-47.0% |
| Admin fee / account holder | $4,478 | $6,112-26.7% | $7,493-40.2% | $5,403-17.1% |