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 | $107,066 | $82,664+29.5% | $125,339-14.6% | $68,494+56.3% |
| Participation rate | 69.7% | 75.0%-5.3pp | 82.4%-12.7pp | 67.9%+1.8pp |
| Annual return | -26.31% | -5.97%-20.3pp | 572.05%-598.4pp | -7.84%-18.5pp |
| Employer contribution / active EE | $1,648 | $3,381-51.2% | $4,814-65.8% | $2,596-36.5% |
| Participant deferral / active EE | $4,273 | $6,110-30.1% | $7,446-42.6% | $4,027+6.1% |
| Admin fee / account holder | $1,152 | $6,275-81.6% | $10,010-88.5% | $5,403-78.7% |