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 | $140,689 | $84,527+66.4% | $67,711+107.8% | $125,391+12.2% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -4.89% | 2.57%-7.5pp | 25.41%-30.3pp | 282.22%-287.1pp |
| Employer contribution / active EE | $15,000 | $3,292+355.7% | $2,559+486.1% | $4,866+208.3% |
| Participant deferral / active EE | $16,000 | $4,429+261.2% | $3,585+346.3% | $5,352+199.0% |
| Admin fee / account holder | $1,526 | $5,340-71.4% | $4,255-64.1% | $9,540-84.0% |