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 | $110,309 | $82,286+34.1% | $68,791+60.4% | $134,475-18.0% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -22.51% | -2.19%-20.3pp | -6.38%-16.1pp | 417.96%-440.5pp |
| Employer contribution / active EE | $511 | $3,301-84.5% | $2,655-80.8% | $4,740-89.2% |
| Participant deferral / active EE | $3,468 | $4,739-26.8% | $3,941-12.0% | $6,400-45.8% |
| Admin fee / account holder | $5,487 | $6,481-15.3% | $4,932+11.3% | $11,426-52.0% |