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 | $138,120 | $91,538+50.9% | $129,995+6.2% | $75,163+83.8% |
| Participation rate | 69.0% | 71.4%-2.5pp | 78.5%-9.5pp | 67.2%+1.8pp |
| Annual return | -1.61% | -631.11%+629.5pp | -137.18%+135.6pp | 160.62%-162.2pp |
| Employer contribution / active EE | $2,071 | $2,845-27.2% | $4,320-52.1% | $2,670-22.4% |
| Participant deferral / active EE | $4,186 | $4,341-3.6% | $5,820-28.1% | $4,125+1.5% |
| Admin fee / account holder | $4,059 | $6,790-40.2% | $10,614-61.8% | $5,651-28.2% |