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 | $101,829 | $77,813+30.9% | $123,544-17.6% | $64,186+58.6% |
| Participation rate | 69.7% | 74.7%-5.0pp | 82.3%-12.6pp | 69.6%+0.1pp |
| Annual return | -8.30% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,958 | $3,014-1.9% | $4,628-36.1% | $2,381+24.2% |
| Participant deferral / active EE | $6,364 | $5,240+21.4% | $6,426-1.0% | $3,470+83.4% |
| Admin fee / account holder | $2,036 | $5,519-63.1% | $9,284-78.1% | $4,888-58.4% |