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 | $191,001 | $95,862+99.2% | $79,550+140.1% | $134,475+42.0% |
| Participation rate | 68.2% | 75.0%-6.9pp | 69.5%-1.3pp | 81.2%-13.0pp |
| Annual return | -20.99% | -2.69%-18.3pp | 0.16%-21.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,738 | $3,128-44.4% | $2,413-28.0% | $4,740-63.3% |
| Participant deferral / active EE | $5,539 | $4,693+18.0% | $3,985+39.0% | $6,400-13.5% |
| Admin fee / account holder | $1,657 | $9,126-81.8% | $6,832-75.7% | $11,426-85.5% |