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 6-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 | $226,983 | $100,773+125.2% | $88,946+155.2% | $142,382+59.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | -42.11% | 70.18%-112.3pp | 57.82%-99.9pp | 217.08%-259.2pp |
| Employer contribution / active EE | $3,388 | $2,918+16.1% | $2,555+32.6% | $4,299-21.2% |
| Participant deferral / active EE | $5,009 | $5,230-4.2% | $4,581+9.3% | $6,507-23.0% |
| Admin fee / account holder | $7,671 | $9,693-20.9% | $8,261-7.1% | $12,624-39.2% |