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 | $187,008 | $100,754+85.6% | $86,677+115.8% | $134,475+39.1% |
| Participation rate | 61.5% | 78.9%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | -21.96% | 29.04%-51.0pp | 35.91%-57.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,245 | $3,489-64.3% | $2,836-56.1% | $4,740-73.7% |
| Participant deferral / active EE | $3,967 | $5,338-25.7% | $4,656-14.8% | $6,400-38.0% |
| Admin fee / account holder | $1,739 | $10,926-84.1% | $7,493-76.8% | $11,426-84.8% |