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 5-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 | $63,747 | $60,892+4.7% | $82,389-22.6% | $84,808-24.8% |
| Participation rate | 62.7% | 63.3%-0.5pp | 69.5%-6.8pp | 68.3%-5.6pp |
| Annual return | -24.73% | 37.29%-62.0pp | 28.67%-53.4pp | 40.90%-65.6pp |
| Employer contribution / active EE | $6,683 | $1,779+275.6% | $2,517+165.5% | $2,631+154.0% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,366 | $5,467+16.4% | $7,231-12.0% | $7,344-13.3% |