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 | $196,185 | $110,261+77.9% | $95,745+104.9% | $139,434+40.7% |
| Participation rate | 55.6% | 75.8%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | -7.70% | 27.11%-34.8pp | 28.35%-36.1pp | 372.94%-380.6pp |
| Employer contribution / active EE | $1,648 | $3,257-49.4% | $2,835-41.9% | $4,751-65.3% |
| Participant deferral / active EE | $5,387 | $4,676+15.2% | $4,245+26.9% | $6,710-19.7% |
| Admin fee / account holder | $4,014 | $6,613-39.3% | $5,678-29.3% | $11,403-64.8% |