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 | $139,083 | $142,344-2.3% | $119,609+16.3% | $134,475+3.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -21.49% | -12.44%-9.0pp | -14.97%-6.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $7,092 | $5,222+35.8% | $4,232+67.6% | $4,740+49.6% |
| Participant deferral / active EE | $14,183 | $6,469+119.2% | $5,602+153.2% | $6,400+121.6% |
| Admin fee / account holder | $130,768 | $13,584+862.7% | $10,323+1166.7% | $11,426+1044.5% |