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 | $185,045 | $100,754+83.7% | $86,677+113.5% | $134,475+37.6% |
| Participation rate | 68.2% | 78.9%-10.7pp | 76.6%-8.4pp | 81.2%-13.0pp |
| Annual return | -39.60% | 29.04%-68.6pp | 35.91%-75.5pp | 417.96%-457.6pp |
| Employer contribution / active EE | $3,821 | $3,489+9.5% | $2,836+34.7% | $4,740-19.4% |
| Participant deferral / active EE | $7,498 | $5,338+40.5% | $4,656+61.0% | $6,400+17.2% |
| Admin fee / account holder | $29,238 | $10,926+167.6% | $7,493+290.2% | $11,426+155.9% |