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 | $63,244 | $154,117-59.0% | $129,995-51.3% | $139,434-54.6% |
| Participation rate | 68.8% | 82.0%-13.2pp | 78.5%-9.7pp | 80.3%-11.6pp |
| Annual return | -9.37% | 32.48%-41.8pp | -137.18%+127.8pp | 372.94%-382.3pp |
| Employer contribution / active EE | $6,603 | $5,289+24.9% | $4,320+52.9% | $4,751+39.0% |
| Participant deferral / active EE | $12,053 | $6,710+79.6% | $5,820+107.1% | $6,710+79.6% |
| Admin fee / account holder | $21,046 | $14,007+50.3% | $10,614+98.3% | $11,403+84.6% |