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 6-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 | $135,547 | $81,900+65.5% | $119,609+13.3% | $68,494+97.9% |
| Participation rate | 56.3% | 71.9%-15.6pp | 79.3%-22.9pp | 67.9%-11.6pp |
| Annual return | -20.05% | -23.82%+3.8pp | -14.97%-5.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,960 | $2,693-27.2% | $4,232-53.7% | $2,596-24.5% |
| Participant deferral / active EE | $3,820 | $4,148-7.9% | $5,602-31.8% | $4,027-5.1% |
| Admin fee / account holder | $6,338 | $6,582-3.7% | $10,323-38.6% | $5,403+17.3% |