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 | $177,062 | $76,000+133.0% | $154,107+14.9% | $64,186+175.9% |
| Participation rate | 35.2% | 70.4%-35.2pp | 83.0%-47.9pp | 69.6%-34.4pp |
| Annual return | -9.06% | 30.32%-39.4pp | 735.12%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $671 | $3,351-80.0% | $5,298-87.3% | $2,381-71.8% |
| Participant deferral / active EE | $2,707 | $3,175-14.7% | $5,081-46.7% | $3,470-22.0% |
| Admin fee / account holder | $5,859 | $5,596+4.7% | $13,411-56.3% | $4,888+19.9% |