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 | $211,965 | $167,307+26.7% | $143,757+47.4% | $134,475+57.6% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -40.84% | 0.46%-41.3pp | -0.04%-40.8pp | 417.96%-458.8pp |
| Employer contribution / active EE | $1,826 | $5,619-67.5% | $4,951-63.1% | $4,740-61.5% |
| Participant deferral / active EE | $5,727 | $6,446-11.2% | $5,637+1.6% | $6,400-10.5% |
| Admin fee / account holder | $21,909 | $18,088+21.1% | $14,673+49.3% | $11,426+91.7% |