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 | $174,413 | $95,862+81.9% | $79,550+119.3% | $134,475+29.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -25.72% | -2.69%-23.0pp | 0.16%-25.9pp | 417.96%-443.7pp |
| Employer contribution / active EE | $1,672 | $3,128-46.6% | $2,413-30.7% | $4,740-64.7% |
| Participant deferral / active EE | $4,733 | $4,693+0.9% | $3,985+18.8% | $6,400-26.0% |
| Admin fee / account holder | $580 | $9,126-93.6% | $6,832-91.5% | $11,426-94.9% |