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 | $146,613 | $127,386+15.1% | $115,037+27.4% | $125,391+16.9% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -7.78% | 31.28%-39.1pp | 26.14%-33.9pp | 282.22%-290.0pp |
| Employer contribution / active EE | $2,654 | $5,166-48.6% | $4,608-42.4% | $4,866-45.5% |
| Participant deferral / active EE | $14,000 | $6,423+118.0% | $6,026+132.3% | $5,352+161.6% |
| Admin fee / account holder | $726 | $9,516-92.4% | $8,175-91.1% | $9,540-92.4% |