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 | $185,694 | $93,024+99.6% | $77,024+141.1% | $134,475+38.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -22.49% | 62.60%-85.1pp | 42.32%-64.8pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,783 | $3,418-47.8% | $2,812-36.6% | $4,740-62.4% |
| Participant deferral / active EE | $3,902 | $5,238-25.5% | $4,426-11.9% | $6,400-39.0% |
| Admin fee / account holder | $449 | $6,944-93.5% | $5,425-91.7% | $11,426-96.1% |