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 | $122,701 | $149,040-17.7% | $120,225+2.1% | $137,256-10.6% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | -0.16% | 605.68%-605.8pp | 439.23%-439.4pp | 220.34%-220.5pp |
| Employer contribution / active EE | $6,200 | $4,350+42.5% | $3,475+78.4% | $4,156+49.2% |
| Participant deferral / active EE | $6,367 | $4,655+36.8% | $3,999+59.2% | $6,407-0.6% |
| Admin fee / account holder | $687 | $6,348-89.2% | $5,696-87.9% | $12,270-94.4% |