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 | $77,634+8.5% | $156,549-46.2% | $62,891+33.9% |
| Participation rate | 67.3% | 71.2%-3.9pp | 84.0%-16.7pp | 69.3%-2.0pp |
| Annual return | -1.06% | 50.32%-51.4pp | 32.23%-33.3pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,231 | $3,045-26.7% | $4,871-54.2% | $3,203-30.3% |
| Admin fee / account holder | $4,211 | $5,561-24.3% | $13,027-67.7% | $4,296-2.0% |