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 | $88,751 | $81,900+8.4% | $119,609-25.8% | $68,494+29.6% |
| Participation rate | 37.1% | 71.9%-34.8pp | 79.3%-42.2pp | 67.9%-30.8pp |
| Annual return | -22.57% | -23.82%+1.3pp | -14.97%-7.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,250 | $2,693-53.6% | $4,232-70.5% | $2,596-51.8% |
| Participant deferral / active EE | $2,444 | $4,148-41.1% | $5,602-56.4% | $4,027-39.3% |
| Admin fee / account holder | $2,041 | $6,582-69.0% | $10,323-80.2% | $5,403-62.2% |