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 7-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 | $154,704 | $81,900+88.9% | $119,609+29.3% | $68,494+125.9% |
| Participation rate | 46.9% | 71.9%-25.0pp | 79.3%-32.4pp | 67.9%-21.0pp |
| Annual return | -19.15% | -23.82%+4.7pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,718 | $2,693-36.2% | $4,232-59.4% | $2,596-33.8% |
| Participant deferral / active EE | $3,356 | $4,148-19.1% | $5,602-40.1% | $4,027-16.7% |
| Admin fee / account holder | $4,378 | $6,582-33.5% | $10,323-57.6% | $5,403-19.0% |