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 | $114,961 | $95,862+19.9% | $79,550+44.5% | $134,475-14.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -21.27% | -2.69%-18.6pp | 0.16%-21.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,376 | $3,128-56.0% | $2,413-43.0% | $4,740-71.0% |
| Participant deferral / active EE | $5,475 | $4,693+16.7% | $3,985+37.4% | $6,400-14.4% |
| Admin fee / account holder | $1,287 | $9,126-85.9% | $6,832-81.2% | $11,426-88.7% |