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 | $81,690 | $73,102+11.7% | $123,544-33.9% | $56,287+45.1% |
| Participation rate | 57.9% | 74.3%-16.5pp | 82.3%-24.4pp | 69.9%-12.0pp |
| Annual return | -7.30% | 3.01%-10.3pp | 119.20%-126.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,661 | $2,977-44.2% | $4,628-64.1% | $2,111-21.3% |
| Participant deferral / active EE | $5,298 | $5,423-2.3% | $6,426-17.5% | $3,350+58.2% |
| Admin fee / account holder | $5,381 | $554+871.8% | $9,284-42.0% | $521+932.9% |