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 | $159,126 | $142,344+11.8% | $119,609+33.0% | $134,475+18.3% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -21.45% | -12.44%-9.0pp | -14.97%-6.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,658 | $5,222-68.3% | $4,232-60.8% | $4,740-65.0% |
| Participant deferral / active EE | $5,001 | $6,469-22.7% | $5,602-10.7% | $6,400-21.9% |
| Admin fee / account holder | $1,220 | $13,584-91.0% | $10,323-88.2% | $11,426-89.3% |