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 | $66,401 | $64,324+3.2% | $118,925-44.2% | $79,858-16.9% |
| Participation rate | 69.2% | 64.9%+4.4pp | 75.4%-6.2pp | 69.6%-0.4pp |
| Annual return | -11.79% | 86.45%-98.2pp | 35.88%-47.7pp | 31.71%-43.5pp |
| Employer contribution / active EE | $1,779 | $1,836-3.1% | $3,263-45.5% | $2,471-28.0% |
| Participant deferral / active EE | $5,317 | $2,824+88.3% | $4,265+24.7% | $3,740+42.2% |
| Admin fee / account holder | $2,124 | $4,040-47.4% | $6,581-67.7% | $5,306-60.0% |