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 | $218,263 | $142,344+53.3% | $119,609+82.5% | $134,475+62.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -24.04% | -12.44%-11.6pp | -14.97%-9.1pp | 417.96%-442.0pp |
| Employer contribution / active EE | $3,690 | $5,222-29.3% | $4,232-12.8% | $4,740-22.2% |
| Participant deferral / active EE | $4,600 | $6,469-28.9% | $5,602-17.9% | $6,400-28.1% |
| Admin fee / account holder | $2,825 | $13,584-79.2% | $10,323-72.6% | $11,426-75.3% |