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 | $161,722 | $158,817+1.8% | $121,196+33.4% | $135,375+19.5% |
| Participation rate | 16.7% | 79.3%-62.6pp | 71.7%-55.1pp | 82.6%-66.0pp |
| Annual return | -11.14% | -0.64%-10.5pp | 16.93%-28.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $324 | $5,665-94.3% | $4,022-91.9% | $4,779-93.2% |
| Participant deferral / active EE | $1,124 | $4,005-71.9% | $3,344-66.4% | $5,609-80.0% |
| Admin fee / account holder | $3,384 | $6,512-48.0% | $5,019-32.6% | $10,827-68.7% |