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 | $150,851 | $152,587-1.1% | $125,175+20.5% | $152,861-1.3% |
| Participation rate | 20.0% | 83.3%-63.3pp | 79.8%-59.8pp | 82.4%-62.4pp |
| Annual return | -1.95% | 54.84%-56.8pp | 43.79%-45.7pp | 345.32%-347.3pp |
| Employer contribution / active EE | $4,053 | $4,946-18.1% | $3,865+4.8% | $4,762-14.9% |
| Participant deferral / active EE | $10,217 | $5,868+74.1% | $4,937+107.0% | $5,850+74.6% |
| Admin fee / account holder | $35,865 | $13,434+167.0% | $9,702+269.7% | $11,596+209.3% |