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 | $166,900 | $71,883+132.2% | $86,677+92.6% | $68,494+143.7% |
| Participation rate | 45.3% | 72.2%-27.0pp | 76.6%-31.3pp | 67.9%-22.6pp |
| Annual return | -22.26% | 3.52%-25.8pp | 35.91%-58.2pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,865 | $2,173-14.2% | $2,836-34.3% | $2,596-28.2% |
| Participant deferral / active EE | $3,804 | $3,779+0.7% | $4,656-18.3% | $4,027-5.5% |
| Admin fee / account holder | $27,980 | $6,112+357.8% | $7,493+273.4% | $5,403+417.9% |