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 | $102,644 | $76,000+35.1% | $154,107-33.4% | $64,186+59.9% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -8.26% | 30.32%-38.6pp | 735.12%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,764 | $3,351-17.5% | $5,298-47.8% | $2,381+16.1% |
| Participant deferral / active EE | $6,478 | $3,175+104.0% | $5,081+27.5% | $3,470+86.7% |
| Admin fee / account holder | $13,299 | $5,596+137.6% | $13,411-0.8% | $4,888+172.1% |