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 | $206,957 | $138,065+49.9% | $123,544+67.5% | $135,375+52.9% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -12.53% | 153.68%-166.2pp | 119.20%-131.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $8,457 | $5,151+64.2% | $4,628+82.8% | $4,779+77.0% |
| Participant deferral / active EE | $5,061 | $6,799-25.6% | $6,426-21.2% | $5,609-9.8% |
| Admin fee / account holder | $789 | $10,916-92.8% | $9,284-91.5% | $10,827-92.7% |