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 | $86,533 | $92,222-6.2% | $76,768+12.7% | $135,375-36.1% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -11.05% | 5.46%-16.5pp | 2.43%-13.5pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,746 | $3,216-45.7% | $2,485-29.7% | $4,779-63.5% |
| Participant deferral / active EE | $10,860 | $4,509+140.9% | $3,852+182.0% | $5,609+93.6% |
| Admin fee / account holder | $1,226 | $10,748-88.6% | $6,675-81.6% | $10,827-88.7% |