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 | $131,076 | $80,968+61.9% | $96,544+35.8% | $75,163+74.4% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | -4.01% | 27.06%-31.1pp | 25.84%-29.9pp | 160.62%-164.6pp |
| Employer contribution / active EE | $1,681 | $2,282-26.3% | $2,965-43.3% | $2,670-37.0% |
| Participant deferral / active EE | $5,258 | $3,928+33.9% | $4,851+8.4% | $4,125+27.5% |
| Admin fee / account holder | $21,785 | $6,724+224.0% | $8,252+164.0% | $5,651+285.5% |