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 | $68,909 | $82,664-16.6% | $125,339-45.0% | $68,494+0.6% |
| Participation rate | 64.5% | 75.0%-10.5pp | 82.4%-17.9pp | 67.9%-3.4pp |
| Annual return | -24.84% | -5.97%-18.9pp | 572.05%-596.9pp | -7.84%-17.0pp |
| Employer contribution / active EE | $2,227 | $3,381-34.1% | $4,814-53.7% | $2,596-14.2% |
| Participant deferral / active EE | $4,860 | $6,110-20.5% | $7,446-34.7% | $4,027+20.7% |
| Admin fee / account holder | $8,061 | $6,275+28.4% | $10,010-19.5% | $5,403+49.2% |