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 | $134,394 | $59,107+127.4% | $86,436+55.5% | $68,494+96.2% |
| Participation rate | 69.2% | 75.2%-6.0pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -22.31% | -0.23%-22.1pp | 4394.89%-4417.2pp | -7.84%-14.5pp |
| Employer contribution / active EE | $3,920 | $2,519+55.6% | $3,769+4.0% | $2,596+51.0% |
| Participant deferral / active EE | $9,599 | $5,901+62.7% | $6,952+38.1% | $4,027+138.4% |
| Admin fee / account holder | $12,767 | $5,637+126.5% | $6,731+89.7% | $5,403+136.3% |