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 | $128,691 | $133,958-3.9% | $112,228+14.7% | $134,475-4.3% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-13.9pp | 81.2%-20.1pp |
| Annual return | -29.06% | 47.11%-76.2pp | 27.45%-56.5pp | 417.96%-447.0pp |
| Employer contribution / active EE | $1,991 | $4,038-50.7% | $3,635-45.2% | $4,740-58.0% |
| Participant deferral / active EE | $6,159 | $5,291+16.4% | $4,728+30.3% | $6,400-3.8% |
| Admin fee / account holder | $816 | $7,489-89.1% | $6,410-87.3% | $11,426-92.9% |