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 | $65,143 | $52,519+24.0% | $155,790-58.2% | $59,632+9.2% |
| Participation rate | 69.2% | 61.7%+7.5pp | 76.1%-6.9pp | 68.7%+0.6pp |
| Annual return | -51.85% | 53.51%-105.4pp | 71.54%-123.4pp | 2041.28%-2093.1pp |
| Employer contribution / active EE | $9,916 | $1,589+524.0% | $3,836+158.5% | $2,203+350.2% |
| Participant deferral / active EE | $12,567 | $3,084+307.4% | $4,797+162.0% | $3,192+293.7% |
| Admin fee / account holder | $2,264 | $3,540-36.0% | $7,478-69.7% | $4,297-47.3% |