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 | $70,886 | $56,897+24.6% | $84,750-16.4% | $62,891+12.7% |
| Participation rate | 48.9% | 68.5%-19.6pp | 76.6%-27.7pp | 69.3%-20.4pp |
| Annual return | -15.12% | 6.30%-21.4pp | 22.78%-37.9pp | 20.14%-35.3pp |
| Employer contribution / active EE | $1,489 | $2,400-37.9% | $3,574-58.3% | $2,281-34.7% |
| Participant deferral / active EE | $2,670 | $2,709-1.4% | $3,712-28.1% | $3,203-16.6% |
| Admin fee / account holder | $13,726 | $3,581+283.3% | $5,332+157.4% | $4,296+219.5% |