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 | $75,038 | $77,813-3.6% | $123,544-39.3% | $64,186+16.9% |
| Participation rate | 51.6% | 74.7%-23.1pp | 82.3%-30.7pp | 69.6%-18.0pp |
| Annual return | -10.68% | 12.48%-23.2pp | 119.20%-129.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,419 | $3,014-19.7% | $4,628-47.7% | $2,381+1.6% |
| Participant deferral / active EE | $5,921 | $5,240+13.0% | $6,426-7.9% | $3,470+70.7% |
| Admin fee / account holder | $686 | $5,519-87.6% | $9,284-92.6% | $4,888-86.0% |