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 | $144,088 | $112,096+28.5% | $95,952+50.2% | $158,922-9.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | -1.93% | 171.09%-173.0pp | 91.61%-93.5pp | 302.83%-304.8pp |
| Employer contribution / active EE | $2,775 | $3,198-13.2% | $2,541+9.2% | $4,761-41.7% |
| Participant deferral / active EE | $3,669 | $4,784-23.3% | $4,167-11.9% | $5,982-38.7% |
| Admin fee / account holder | $902 | $10,130-91.1% | $6,795-86.7% | $11,246-92.0% |