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 | $150,766 | $90,503+66.6% | $78,689+91.6% | $273,961-45.0% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | -3.36% | 75.60%-79.0pp | 62.18%-65.5pp | 41.45%-44.8pp |
| Employer contribution / active EE | $2,332 | $3,176-26.6% | $2,851-18.2% | $4,869-52.1% |
| Participant deferral / active EE | $6,384 | $3,901+63.7% | $3,517+81.5% | $5,287+20.8% |
| Admin fee / account holder | $472 | $5,263-91.0% | $4,510-89.5% | $10,132-95.3% |