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 | $137,006 | $112,881+21.4% | $90,951+50.6% | $158,922-13.8% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | -2.90% | 215.79%-218.7pp | 134.60%-137.5pp | 302.83%-305.7pp |
| Employer contribution / active EE | $1,684 | $2,893-41.8% | $2,122-20.6% | $4,761-64.6% |
| Participant deferral / active EE | $4,904 | $4,128+18.8% | $3,373+45.4% | $5,982-18.0% |
| Admin fee / account holder | $2,090 | $8,041-74.0% | $5,959-64.9% | $11,246-81.4% |