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 | $77,124 | $94,529-18.4% | $140,016-44.9% | $64,186+20.2% |
| Participation rate | 61.8% | 84.1%-22.3pp | 87.5%-25.7pp | 69.6%-7.8pp |
| Annual return | -8.49% | 7.77%-16.3pp | 651.12%-659.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,507 | $3,812-60.5% | $5,606-73.1% | $2,381-36.7% |
| Participant deferral / active EE | $2,737 | $5,250-47.9% | $6,927-60.5% | $3,470-21.1% |
| Admin fee / account holder | $9,087 | $6,741+34.8% | $10,705-15.1% | $4,888+85.9% |