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 | $174,837 | $100,852+73.4% | $90,404+93.4% | $158,922+10.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | -0.40% | 1724.20%-1724.6pp | 1293.02%-1293.4pp | 302.83%-303.2pp |
| Employer contribution / active EE | $2,917 | $3,689-20.9% | $3,262-10.6% | $4,761-38.7% |
| Participant deferral / active EE | $10,312 | $4,348+137.2% | $3,963+160.2% | $5,982+72.4% |
| Admin fee / account holder | $306 | $6,501-95.3% | $5,611-94.5% | $11,246-97.3% |