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 | $145,959 | $133,958+9.0% | $112,228+30.1% | $134,475+8.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -24.01% | 47.11%-71.1pp | 27.45%-51.5pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,519 | $4,038-62.4% | $3,635-58.2% | $4,740-68.0% |
| Participant deferral / active EE | $5,482 | $5,291+3.6% | $4,728+15.9% | $6,400-14.3% |
| Admin fee / account holder | $2,906 | $7,489-61.2% | $6,410-54.7% | $11,426-74.6% |