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 | $137,069 | $133,958+2.3% | $112,228+22.1% | $134,475+1.9% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -23.36% | 47.11%-70.5pp | 27.45%-50.8pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,180 | $4,038-70.8% | $3,635-67.5% | $4,740-75.1% |
| Participant deferral / active EE | $5,652 | $5,291+6.8% | $4,728+19.5% | $6,400-11.7% |
| Admin fee / account holder | $1,148 | $7,489-84.7% | $6,410-82.1% | $11,426-90.0% |