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 | $139,040 | $140,940-1.3% | $112,229+23.9% | $139,434-0.3% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | -36.47% | 32.71%-69.2pp | 30.20%-66.7pp | 372.94%-409.4pp |
| Employer contribution / active EE | $1,233 | $4,283-71.2% | $3,430-64.1% | $4,751-74.0% |
| Participant deferral / active EE | $2,306 | $5,874-60.8% | $4,798-51.9% | $6,710-65.6% |
| Admin fee / account holder | $14,261 | $9,954+43.3% | $7,748+84.0% | $11,403+25.1% |