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 | $140,310 | $167,484-16.2% | $151,611-7.5% | $134,475+4.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -21.34% | 7.80%-29.1pp | 3.33%-24.7pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,174 | $6,829-53.5% | $6,166-48.5% | $4,740-33.0% |
| Participant deferral / active EE | $5,641 | $8,986-37.2% | $8,363-32.6% | $6,400-11.9% |
| Admin fee / account holder | $34,543 | $13,783+150.6% | $11,616+197.4% | $11,426+202.3% |