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 | $101,446 | $71,050+42.8% | $93,606+8.4% | $80,856+25.5% |
| Participation rate | 53.1% | 60.4%-7.3pp | 68.7%-15.6pp | 67.6%-14.5pp |
| Annual return | -50.01% | 11.26%-61.3pp | 133.20%-183.2pp | 35.59%-85.6pp |
| Employer contribution / active EE | $2,214 | $1,564+41.6% | $2,420-8.5% | $2,755-19.6% |
| Participant deferral / active EE | $6,268 | $4,034+55.4% | $4,411+42.1% | $4,296+45.9% |
| Admin fee / account holder | $19,597 | $6,945+182.2% | $8,285+136.5% | $6,918+183.3% |