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 5-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 | $145,992 | $74,888+94.9% | $71,209+105.0% | $142,382+2.5% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | -7.94% | 345.14%-353.1pp | 282.51%-290.5pp | 217.08%-225.0pp |
| Employer contribution / active EE | $2,214 | $2,854-22.4% | $2,721-18.6% | $4,299-48.5% |
| Participant deferral / active EE | $4,525 | $4,454+1.6% | $4,175+8.4% | $6,507-30.5% |
| Admin fee / account holder | $6,563 | $5,568+17.9% | $5,349+22.7% | $12,624-48.0% |