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 | $178,079 | $106,515+67.2% | $96,683+84.2% | $139,434+27.7% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | -10.83% | 38.43%-49.3pp | 35.69%-46.5pp | 372.94%-383.8pp |
| Employer contribution / active EE | $1,846 | $4,103-55.0% | $3,737-50.6% | $4,751-61.2% |
| Participant deferral / active EE | $8,983 | $5,454+64.7% | $4,878+84.2% | $6,710+33.9% |
| Admin fee / account holder | $1,133 | $7,877-85.6% | $6,730-83.2% | $11,403-90.1% |