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 | $128,806 | $65,365+97.1% | $92,893+38.7% | $72,985+76.5% |
| Participation rate | 54.7% | 68.3%-13.6pp | 76.0%-21.3pp | 69.5%-14.8pp |
| Annual return | -61.09% | 42.10%-103.2pp | 109.41%-170.5pp | 81.00%-142.1pp |
| Employer contribution / active EE | $1,029 | $2,594-60.3% | $3,653-71.8% | $2,440-57.8% |
| Participant deferral / active EE | $3,806 | $3,128+21.7% | $4,236-10.2% | $3,607+5.5% |
| Admin fee / account holder | $5,046 | $4,251+18.7% | $5,794-12.9% | $5,124-1.5% |