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 | $83,796 | $57,281+46.3% | $86,612-3.3% | $75,163+11.5% |
| Participation rate | 69.2% | 63.2%+6.0pp | 71.7%-2.5pp | 67.2%+2.0pp |
| Annual return | -1.51% | 2670.75%-2672.3pp | 591.07%-592.6pp | 160.62%-162.1pp |
| Employer contribution / active EE | $2,917 | $2,314+26.0% | $3,022-3.5% | $2,670+9.3% |
| Participant deferral / active EE | $7,168 | $3,318+116.1% | $4,438+61.5% | $4,125+73.8% |
| Admin fee / account holder | $1,947 | $4,112-52.6% | $5,614-65.3% | $5,651-65.5% |