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 | $106,328 | $73,867+43.9% | $143,757-26.0% | $68,494+55.2% |
| Participation rate | 69.7% | 66.7%+3.0pp | 80.3%-10.6pp | 67.9%+1.8pp |
| Annual return | -20.82% | 1.01%-21.8pp | -0.04%-20.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,172 | $3,184-31.8% | $4,951-56.1% | $2,596-16.3% |
| Participant deferral / active EE | $4,265 | $3,384+26.0% | $5,637-24.3% | $4,027+5.9% |
| Admin fee / account holder | $3,505 | $5,755-39.1% | $14,673-76.1% | $5,403-35.1% |