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 | $102,845 | $91,538+12.4% | $129,995-20.9% | $75,163+36.8% |
| Participation rate | 63.3% | 71.4%-8.2pp | 78.5%-15.2pp | 67.2%-3.9pp |
| Annual return | 11.53% | -631.11%+642.6pp | -137.18%+148.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2,297 | $2,845-19.3% | $4,320-46.8% | $2,670-14.0% |
| Participant deferral / active EE | $4,508 | $4,341+3.8% | $5,820-22.5% | $4,125+9.3% |
| Admin fee / account holder | $16,770 | $6,790+147.0% | $10,614+58.0% | $5,651+196.8% |