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 | $195,279 | $95,971+103.5% | $74,550+161.9% | $135,375+44.3% |
| Participation rate | 64.3% | 75.7%-11.4pp | 69.1%-4.9pp | 82.6%-18.4pp |
| Annual return | -9.19% | 56.96%-66.2pp | 32.53%-41.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,081 | $2,716-23.4% | $1,961+6.1% | $4,779-56.4% |
| Participant deferral / active EE | $5,482 | $3,843+42.6% | $3,108+76.4% | $5,609-2.3% |
| Admin fee / account holder | $1,635 | $6,522-74.9% | $5,060-67.7% | $10,827-84.9% |