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 | $164,908 | $152,509+8.1% | $117,472+40.4% | $134,475+22.6% |
| Participation rate | 57.1% | 77.1%-19.9pp | 70.6%-13.4pp | 81.2%-24.1pp |
| Annual return | -24.69% | 52.99%-77.7pp | 29.74%-54.4pp | 417.96%-442.7pp |
| Employer contribution / active EE | $8,866 | $5,571+59.2% | $4,176+112.3% | $4,740+87.1% |
| Participant deferral / active EE | $5,847 | $4,818+21.4% | $4,070+43.6% | $6,400-8.6% |
| Admin fee / account holder | $2,488 | $7,004-64.5% | $5,645-55.9% | $11,426-78.2% |