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 | $101,163 | $95,862+5.5% | $79,550+27.2% | $134,475-24.8% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -25.41% | -2.69%-22.7pp | 0.16%-25.6pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,294 | $3,128-58.6% | $2,413-46.4% | $4,740-72.7% |
| Participant deferral / active EE | $4,558 | $4,693-2.9% | $3,985+14.4% | $6,400-28.8% |
| Admin fee / account holder | $12,149 | $9,126+33.1% | $6,832+77.8% | $11,426+6.3% |