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 | $122,111 | $60,124+103.1% | $90,404+35.1% | $79,858+52.9% |
| Participation rate | 63.2% | 65.0%-1.8pp | 72.7%-9.5pp | 69.6%-6.5pp |
| Annual return | -3.34% | 71.94%-75.3pp | 1293.02%-1296.4pp | 31.71%-35.1pp |
| Employer contribution / active EE | $1,526 | $2,068-26.2% | $3,262-53.2% | $2,471-38.2% |
| Participant deferral / active EE | $2,565 | $2,938-12.7% | $3,963-35.3% | $3,740-31.4% |
| Admin fee / account holder | $2,560 | $3,976-35.6% | $5,611-54.4% | $5,306-51.8% |