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 | $111,504 | $78,422+42.2% | $95,952+16.2% | $79,858+39.6% |
| Participation rate | 69.7% | 73.5%-3.8pp | 77.1%-7.4pp | 69.6%+0.1pp |
| Annual return | -6.26% | 19.37%-25.6pp | 91.61%-97.9pp | 31.71%-38.0pp |
| Employer contribution / active EE | $1,408 | $1,945-27.6% | $2,541-44.6% | $2,471-43.0% |
| Participant deferral / active EE | $4,392 | $3,440+27.7% | $4,167+5.4% | $3,740+17.4% |
| Admin fee / account holder | $3,803 | $5,622-32.4% | $6,795-44.0% | $5,306-28.3% |