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 | $84,213 | $59,107+42.5% | $86,436-2.6% | $68,494+22.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -25.59% | -0.23%-25.4pp | 4394.89%-4420.5pp | -7.84%-17.7pp |
| Employer contribution / active EE | $2,129 | $2,519-15.5% | $3,769-43.5% | $2,596-18.0% |
| Participant deferral / active EE | $3,555 | $5,901-39.8% | $6,952-48.9% | $4,027-11.7% |
| Admin fee / account holder | $6,233 | $5,637+10.6% | $6,731-7.4% | $5,403+15.4% |