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 9-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 | $104,601 | $77,899+34.3% | $149,673-30.1% | $75,163+39.2% |
| Participation rate | 66.0% | 65.6%+0.5pp | 78.8%-12.7pp | 67.2%-1.2pp |
| Annual return | -7.60% | 31.72%-39.3pp | 134.42%-142.0pp | 160.62%-168.2pp |
| Employer contribution / active EE | $1,703 | $3,137-45.7% | $4,818-64.6% | $2,670-36.2% |
| Participant deferral / active EE | $2,526 | $3,411-25.9% | $5,680-55.5% | $4,125-38.8% |
| Admin fee / account holder | $830 | $5,956-86.1% | $13,210-93.7% | $5,651-85.3% |