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 | $185,705 | $95,862+93.7% | $79,550+133.4% | $134,475+38.1% |
| Participation rate | 58.8% | 75.0%-16.2pp | 69.5%-10.7pp | 81.2%-22.4pp |
| Annual return | -22.45% | -2.69%-19.8pp | 0.16%-22.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $4,032 | $3,128+28.9% | $2,413+67.1% | $4,740-14.9% |
| Participant deferral / active EE | $3,506 | $4,693-25.3% | $3,985-12.0% | $6,400-45.2% |
| Admin fee / account holder | $6,351 | $9,126-30.4% | $6,832-7.1% | $11,426-44.4% |