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 | $103,426 | $49,177+110.3% | $79,464+30.2% | $64,186+61.1% |
| Participation rate | 46.2% | 65.0%-18.9pp | 73.3%-27.2pp | 69.6%-23.4pp |
| Annual return | -9.01% | -1.16%-7.9pp | 718.14%-727.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,815 | $2,076-12.6% | $2,800-35.2% | $2,381-23.8% |
| Participant deferral / active EE | $5,098 | $2,821+80.7% | $3,704+37.6% | $3,470+46.9% |
| Admin fee / account holder | $475 | $3,839-87.6% | $5,113-90.7% | $4,888-90.3% |