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 | $172,415 | $142,344+21.1% | $119,609+44.1% | $134,475+28.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -20.95% | -12.44%-8.5pp | -14.97%-6.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,096 | $5,222-59.9% | $4,232-50.5% | $4,740-55.8% |
| Participant deferral / active EE | $3,920 | $6,469-39.4% | $5,602-30.0% | $6,400-38.7% |
| Admin fee / account holder | $2,925 | $13,584-78.5% | $10,323-71.7% | $11,426-74.4% |