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 | $116,720 | $89,355+30.6% | $141,162-17.3% | $72,985+59.9% |
| Participation rate | 69.3% | 75.1%-5.8pp | 82.5%-13.1pp | 69.5%-0.2pp |
| Annual return | -4.03% | 111.85%-115.9pp | 71.39%-75.4pp | 81.00%-85.0pp |
| Employer contribution / active EE | $3,255 | $3,114+4.5% | $4,735-31.3% | $2,440+33.4% |
| Participant deferral / active EE | $6,695 | $5,418+23.6% | $6,709-0.2% | $3,607+85.6% |
| Admin fee / account holder | $656 | $5,958-89.0% | $10,261-93.6% | $5,124-87.2% |