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 | $127,748 | $90,503+41.2% | $78,689+62.3% | $273,961-53.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | -2.38% | 75.60%-78.0pp | 62.18%-64.6pp | 41.45%-43.8pp |
| Employer contribution / active EE | $1,872 | $3,176-41.0% | $2,851-34.3% | $4,869-61.5% |
| Participant deferral / active EE | $5,360 | $3,901+37.4% | $3,517+52.4% | $5,287+1.4% |
| Admin fee / account holder | $594 | $5,263-88.7% | $4,510-86.8% | $10,132-94.1% |