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 | $89,125 | $72,404+23.1% | $110,238-19.2% | $64,186+38.9% |
| Participation rate | 57.9% | 73.3%-15.4pp | 79.8%-21.9pp | 69.6%-11.7pp |
| Annual return | -8.85% | -6.29%-2.6pp | 314.74%-323.6pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,381 | $2,282-39.5% | $3,826-63.9% | $2,381-42.0% |
| Participant deferral / active EE | $2,915 | $3,469-16.0% | $4,672-37.6% | $3,470-16.0% |
| Admin fee / account holder | $3,219 | $5,664-43.2% | $8,547-62.3% | $4,888-34.1% |