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 | $154,464 | $43,723+253.3% | $121,196+27.5% | $64,186+140.7% |
| Participation rate | 61.1% | 58.3%+2.8pp | 71.7%-10.6pp | 69.6%-8.5pp |
| Annual return | -8.38% | 68.91%-77.3pp | 16.93%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,820 | $1,296+194.7% | $4,022-5.0% | $2,381+60.5% |
| Participant deferral / active EE | $6,289 | $2,280+175.9% | $3,344+88.0% | $3,470+81.3% |
| Admin fee / account holder | $4,242 | $3,501+21.2% | $5,019-15.5% | $4,888-13.2% |