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 | $175,269 | $142,344+23.1% | $119,609+46.5% | $134,475+30.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -27.26% | -12.44%-14.8pp | -14.97%-12.3pp | 417.96%-445.2pp |
| Employer contribution / active EE | $2,255 | $5,222-56.8% | $4,232-46.7% | $4,740-52.4% |
| Participant deferral / active EE | $5,416 | $6,469-16.3% | $5,602-3.3% | $6,400-15.4% |
| Admin fee / account holder | $5,456 | $13,584-59.8% | $10,323-47.1% | $11,426-52.2% |