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 | $160,041 | $73,867+116.7% | $143,757+11.3% | $68,494+133.7% |
| Participation rate | 64.1% | 66.7%-2.5pp | 80.3%-16.2pp | 67.9%-3.8pp |
| Annual return | -23.88% | 1.01%-24.9pp | -0.04%-23.8pp | -7.84%-16.0pp |
| Employer contribution / active EE | $2,044 | $3,184-35.8% | $4,951-58.7% | $2,596-21.3% |
| Participant deferral / active EE | $5,238 | $3,384+54.8% | $5,637-7.1% | $4,027+30.1% |
| Admin fee / account holder | $3,710 | $5,755-35.5% | $14,673-74.7% | $5,403-31.3% |