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 | $127,333 | $82,664+54.0% | $125,339+1.6% | $68,494+85.9% |
| Participation rate | 53.7% | 75.0%-21.4pp | 82.4%-28.7pp | 67.9%-14.2pp |
| Annual return | -23.35% | -5.97%-17.4pp | 572.05%-595.4pp | -7.84%-15.5pp |
| Employer contribution / active EE | $2,939 | $3,381-13.1% | $4,814-38.9% | $2,596+13.2% |
| Participant deferral / active EE | $5,283 | $6,110-13.5% | $7,446-29.1% | $4,027+31.2% |
| Admin fee / account holder | $6,969 | $6,275+11.0% | $10,010-30.4% | $5,403+29.0% |