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 | $192,861 | $162,781+18.5% | $133,956+44.0% | $158,922+21.4% |
| Participation rate | 43.8% | 83.2%-39.5pp | 79.8%-36.1pp | 82.0%-38.2pp |
| Annual return | -6.21% | 41.94%-48.1pp | 45.09%-51.3pp | 302.83%-309.0pp |
| Employer contribution / active EE | $2,502 | $4,975-49.7% | $3,919-36.2% | $4,761-47.5% |
| Participant deferral / active EE | $6,556 | $5,911+10.9% | $5,048+29.9% | $5,982+9.6% |
| Admin fee / account holder | $1,259 | $11,736-89.3% | $8,927-85.9% | $11,246-88.8% |