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 | $133,630 | $132,239+1.1% | $105,722+26.4% | $273,961-51.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 78.9%-18.9pp | 83.0%-23.0pp |
| Annual return | -0.78% | 10.07%-10.8pp | 12.25%-13.0pp | 41.45%-42.2pp |
| Employer contribution / active EE | $1,180 | $4,867-75.8% | $4,079-71.1% | $4,869-75.8% |
| Participant deferral / active EE | $2,220 | $6,233-64.4% | $5,326-58.3% | $5,287-58.0% |
| Admin fee / account holder | $66,170 | $12,032+449.9% | $8,308+696.4% | $10,132+553.1% |