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 | $91,327 | $71,883+27.1% | $86,677+5.4% | $68,494+33.3% |
| Participation rate | 63.6% | 72.2%-8.6pp | 76.6%-12.9pp | 67.9%-4.3pp |
| Annual return | -20.30% | 3.52%-23.8pp | 35.91%-56.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,478 | $2,173-32.0% | $2,836-47.9% | $2,596-43.1% |
| Participant deferral / active EE | $1,856 | $3,779-50.9% | $4,656-60.1% | $4,027-53.9% |
| Admin fee / account holder | $15,821 | $6,112+158.9% | $7,493+111.1% | $5,403+192.8% |