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 | $127,076 | $110,094+15.4% | $151,611-16.2% | $68,494+85.5% |
| Participation rate | 64.9% | 84.0%-19.0pp | 87.5%-22.6pp | 67.9%-3.0pp |
| Annual return | -21.38% | -10.12%-11.3pp | 3.33%-24.7pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,885 | $4,471-57.8% | $6,166-69.4% | $2,596-27.4% |
| Participant deferral / active EE | $3,643 | $6,527-44.2% | $8,363-56.4% | $4,027-9.5% |
| Admin fee / account holder | $4,024 | $7,719-47.9% | $11,616-65.4% | $5,403-25.5% |