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 | $85,895 | $73,867+16.3% | $143,757-40.3% | $68,494+25.4% |
| Participation rate | 49.1% | 66.7%-17.6pp | 80.3%-31.2pp | 67.9%-18.8pp |
| Annual return | -20.01% | 1.01%-21.0pp | -0.04%-20.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $8,046 | $3,184+152.7% | $4,951+62.5% | $2,596+209.9% |
| Participant deferral / active EE | $4,712 | $3,384+39.2% | $5,637-16.4% | $4,027+17.0% |
| Admin fee / account holder | $4,581 | $5,755-20.4% | $14,673-68.8% | $5,403-15.2% |