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 | $150,496 | $73,933+103.6% | $96,683+55.7% | $75,163+100.2% |
| Participation rate | 46.7% | 66.4%-19.8pp | 74.3%-27.7pp | 67.2%-20.5pp |
| Annual return | -9.51% | 26.70%-36.2pp | 35.69%-45.2pp | 160.62%-170.1pp |
| Employer contribution / active EE | $5,000 | $2,928+70.8% | $3,737+33.8% | $2,670+87.3% |
| Participant deferral / active EE | $3,233 | $3,659-11.6% | $4,878-33.7% | $4,125-21.6% |
| Admin fee / account holder | $4,635 | $5,216-11.1% | $6,730-31.1% | $5,651-18.0% |