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 8-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 | $104,925 | $64,707+62.2% | $112,228-6.5% | $68,494+53.2% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -22.10% | -11.40%-10.7pp | 27.45%-49.6pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,261 | $2,746-54.1% | $3,635-65.3% | $2,596-51.4% |
| Participant deferral / active EE | $5,140 | $3,565+44.2% | $4,728+8.7% | $4,027+27.6% |
| Admin fee / account holder | $2,368 | $5,232-54.7% | $6,410-63.1% | $5,403-56.2% |