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 | $138,097 | $63,703+116.8% | $93,063+48.4% | $82,448+67.5% |
| Participation rate | 65.6% | 63.8%+1.8pp | 72.1%-6.5pp | 68.1%-2.4pp |
| Annual return | 12.09% | -775.43%+787.5pp | 34.15%-22.1pp | 41.64%-29.6pp |
| Employer contribution / active EE | $597 | $1,729-65.5% | $2,476-75.9% | $2,551-76.6% |
| Participant deferral / active EE | $3,812 | $2,919+30.6% | $3,958-3.7% | $4,139-7.9% |
| Admin fee / account holder | $13,219 | $5,982+121.0% | $6,033+119.1% | $7,234+82.7% |