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 | $102,553 | $53,162+92.9% | $91,220+12.4% | $68,494+49.7% |
| Participation rate | 67.3% | 63.2%+4.1pp | 73.2%-5.9pp | 67.9%-0.6pp |
| Annual return | -20.74% | -3.14%-17.6pp | 114.01%-134.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,270 | $1,709-25.7% | $2,850-55.5% | $2,596-51.1% |
| Participant deferral / active EE | $3,967 | $2,974+33.4% | $4,234-6.3% | $4,027-1.5% |
| Admin fee / account holder | $7,327 | $4,493+63.1% | $5,420+35.2% | $5,403+35.6% |