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 | $108,440 | $95,193+13.9% | $76,523+41.7% | $135,375-19.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | -12.83% | 4.85%-17.7pp | -0.27%-12.6pp | 519.73%-532.6pp |
| Employer contribution / active EE | $3,385 | $3,302+2.5% | $2,647+27.9% | $4,779-29.2% |
| Participant deferral / active EE | $3,864 | $4,639-16.7% | $3,835+0.7% | $5,609-31.1% |
| Admin fee / account holder | $5,245 | $6,249-16.1% | $4,848+8.2% | $10,827-51.6% |