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 | $90,403 | $82,664+9.4% | $125,339-27.9% | $68,494+32.0% |
| Participation rate | 51.9% | 75.0%-23.1pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -19.40% | -5.97%-13.4pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,436 | $3,381-57.5% | $4,814-70.2% | $2,596-44.7% |
| Participant deferral / active EE | $4,332 | $6,110-29.1% | $7,446-41.8% | $4,027+7.6% |
| Admin fee / account holder | $1,757 | $6,275-72.0% | $10,010-82.4% | $5,403-67.5% |