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 | $156,317 | $112,881+38.5% | $90,951+71.9% | $158,922-1.6% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | -0.15% | 215.79%-215.9pp | 134.60%-134.7pp | 302.83%-303.0pp |
| Employer contribution / active EE | $1,038 | $2,893-64.1% | $2,122-51.1% | $4,761-78.2% |
| Participant deferral / active EE | $9,750 | $4,128+136.2% | $3,373+189.1% | $5,982+63.0% |
| Admin fee / account holder | $858 | $8,041-89.3% | $5,959-85.6% | $11,246-92.4% |