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 | $130,271 | $138,065-5.6% | $123,544+5.4% | $135,375-3.8% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -9.35% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $5,710 | $5,151+10.8% | $4,628+23.4% | $4,779+19.5% |
| Participant deferral / active EE | $7,273 | $6,799+7.0% | $6,426+13.2% | $5,609+29.7% |
| Admin fee / account holder | $5,393 | $10,916-50.6% | $9,284-41.9% | $10,827-50.2% |