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 | $191,839 | $99,985+91.9% | $146,665+30.8% | $85,850+123.5% |
| Participation rate | 48.0% | 73.1%-25.1pp | 80.1%-32.1pp | 69.3%-21.3pp |
| Annual return | -4.39% | 18.93%-23.3pp | 22.74%-27.1pp | 318.53%-322.9pp |
| Employer contribution / active EE | $1,793 | $2,559-29.9% | $4,136-56.7% | $2,565-30.1% |
| Participant deferral / active EE | $3,025 | $4,006-24.5% | $5,506-45.1% | $3,952-23.4% |
| Admin fee / account holder | $10,552 | $7,702+37.0% | $10,280+2.7% | $6,260+68.6% |