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 9-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 | $124,550 | $112,881+10.3% | $90,951+36.9% | $158,922-21.6% |
| Participation rate | 35.7% | 74.7%-39.0pp | 69.0%-33.3pp | 82.0%-46.2pp |
| Annual return | -7.22% | 215.79%-223.0pp | 134.60%-141.8pp | 302.83%-310.0pp |
| Employer contribution / active EE | $1,231 | $2,893-57.4% | $2,122-42.0% | $4,761-74.1% |
| Participant deferral / active EE | $1,973 | $4,128-52.2% | $3,373-41.5% | $5,982-67.0% |
| Admin fee / account holder | $1,980 | $8,041-75.4% | $5,959-66.8% | $11,246-82.4% |