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 | $126,001 | $71,883+75.3% | $86,677+45.4% | $68,494+84.0% |
| Participation rate | 56.0% | 72.2%-16.2pp | 76.6%-20.6pp | 67.9%-11.9pp |
| Annual return | -19.58% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,089 | $2,173-49.9% | $2,836-61.6% | $2,596-58.1% |
| Participant deferral / active EE | $4,342 | $3,779+14.9% | $4,656-6.7% | $4,027+7.8% |
| Admin fee / account holder | $10,161 | $6,112+66.2% | $7,493+35.6% | $5,403+88.1% |