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 | $73,615 | $77,813-5.4% | $123,544-40.4% | $64,186+14.7% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | -8.16% | 12.48%-20.6pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,814 | $3,014-39.8% | $4,628-60.8% | $2,381-23.8% |
| Participant deferral / active EE | $3,183 | $5,240-39.2% | $6,426-50.5% | $3,470-8.3% |
| Admin fee / account holder | $933 | $5,519-83.1% | $9,284-90.0% | $4,888-80.9% |