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 | $107,518 | $82,664+30.1% | $125,339-14.2% | $68,494+57.0% |
| Participation rate | 67.3% | 75.0%-7.7pp | 82.4%-15.0pp | 67.9%-0.5pp |
| Annual return | -19.48% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,787 | $3,381+12.0% | $4,814-21.3% | $2,596+45.8% |
| Participant deferral / active EE | $6,895 | $6,110+12.8% | $7,446-7.4% | $4,027+71.2% |
| Admin fee / account holder | $3,991 | $6,275-36.4% | $10,010-60.1% | $5,403-26.1% |