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 | $136,952 | $102,604+33.5% | $86,188+58.9% | $139,434-1.8% |
| Participation rate | 58.8% | 74.5%-15.7pp | 69.0%-10.1pp | 80.3%-21.5pp |
| Annual return | -4.08% | 1922.51%-1926.6pp | 1168.45%-1172.5pp | 372.94%-377.0pp |
| Employer contribution / active EE | $918 | $3,032-69.7% | $2,380-61.4% | $4,751-80.7% |
| Participant deferral / active EE | $2,183 | $4,676-53.3% | $3,985-45.2% | $6,710-67.5% |
| Admin fee / account holder | $1,586 | $8,657-81.7% | $6,852-76.9% | $11,403-86.1% |