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 | $207,165 | $73,004+183.8% | $90,749+128.3% | $68,494+202.5% |
| Participation rate | 68.5% | 70.8%-2.3pp | 75.7%-7.2pp | 67.9%+0.6pp |
| Annual return | -19.51% | -13.81%-5.7pp | -12.16%-7.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,287 | $2,193-41.3% | $2,921-55.9% | $2,596-50.4% |
| Participant deferral / active EE | $1,869 | $3,627-48.5% | $4,564-59.0% | $4,027-53.6% |
| Admin fee / account holder | $23,103 | $5,896+291.8% | $8,445+173.6% | $5,403+327.6% |