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 | $154,391 | $73,867+109.0% | $143,757+7.4% | $68,494+125.4% |
| Participation rate | 58.5% | 66.7%-8.1pp | 80.3%-21.8pp | 67.9%-9.4pp |
| Annual return | -19.55% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,263 | $3,184-28.9% | $4,951-54.3% | $2,596-12.8% |
| Participant deferral / active EE | $6,531 | $3,384+93.0% | $5,637+15.9% | $4,027+62.2% |
| Admin fee / account holder | $16,255 | $5,755+182.5% | $14,673+10.8% | $5,403+200.9% |