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 | $113,877 | $81,900+39.0% | $119,609-4.8% | $68,494+66.3% |
| Participation rate | 62.5% | 71.9%-9.4pp | 79.3%-16.8pp | 67.9%-5.4pp |
| Annual return | -21.94% | -23.82%+1.9pp | -14.97%-7.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,872 | $2,693-30.5% | $4,232-55.8% | $2,596-27.9% |
| Participant deferral / active EE | $3,424 | $4,148-17.5% | $5,602-38.9% | $4,027-15.0% |
| Admin fee / account holder | $5,625 | $6,582-14.5% | $10,323-45.5% | $5,403+4.1% |