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 | $166,817 | $76,000+119.5% | $154,107+8.2% | $64,186+159.9% |
| Participation rate | 65.8% | 70.4%-4.6pp | 83.0%-17.2pp | 69.6%-3.8pp |
| Annual return | -8.40% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,661 | $3,351-50.4% | $5,298-68.6% | $2,381-30.2% |
| Participant deferral / active EE | $5,356 | $3,175+68.7% | $5,081+5.4% | $3,470+54.4% |
| Admin fee / account holder | $377 | $5,596-93.3% | $13,411-97.2% | $4,888-92.3% |