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 | $160,539 | $91,538+75.4% | $129,995+23.5% | $75,163+113.6% |
| Participation rate | 56.7% | 71.4%-14.7pp | 78.5%-21.8pp | 67.2%-10.5pp |
| Annual return | -0.76% | -631.11%+630.4pp | -137.18%+136.4pp | 160.62%-161.4pp |
| Employer contribution / active EE | $1,754 | $2,845-38.4% | $4,320-59.4% | $2,670-34.3% |
| Participant deferral / active EE | $3,501 | $4,341-19.3% | $5,820-39.8% | $4,125-15.1% |
| Admin fee / account holder | $4,758 | $6,790-29.9% | $10,614-55.2% | $5,651-15.8% |