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 | $86,169 | $91,538-5.9% | $129,995-33.7% | $75,163+14.6% |
| Participation rate | 53.4% | 71.4%-18.0pp | 78.5%-25.0pp | 67.2%-13.7pp |
| Annual return | 6.22% | -631.11%+637.3pp | -137.18%+143.4pp | 160.62%-154.4pp |
| Employer contribution / active EE | $1,142 | $2,845-59.9% | $4,320-73.6% | $2,670-57.2% |
| Participant deferral / active EE | $2,433 | $4,341-44.0% | $5,820-58.2% | $4,125-41.0% |
| Admin fee / account holder | $1,934 | $6,790-71.5% | $10,614-81.8% | $5,651-65.8% |