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 | $178,165 | $91,538+94.6% | $129,995+37.1% | $75,163+137.0% |
| Participation rate | 53.8% | 71.4%-17.6pp | 78.5%-24.6pp | 67.2%-13.3pp |
| Annual return | 8.61% | -631.11%+639.7pp | -137.18%+145.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $1,309 | $2,845-54.0% | $4,320-69.7% | $2,670-51.0% |
| Participant deferral / active EE | $2,899 | $4,341-33.2% | $5,820-50.2% | $4,125-29.7% |
| Admin fee / account holder | $31,262 | $6,790+360.4% | $10,614+194.5% | $5,651+453.2% |