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 | $104,250 | $106,515-2.1% | $96,683+7.8% | $139,434-25.2% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | -21.00% | 38.43%-59.4pp | 35.69%-56.7pp | 372.94%-393.9pp |
| Employer contribution / active EE | $5,778 | $4,103+40.8% | $3,737+54.6% | $4,751+21.6% |
| Participant deferral / active EE | $14,280 | $5,454+161.8% | $4,878+192.7% | $6,710+112.8% |
| Admin fee / account holder | $135,721 | $7,877+1623.0% | $6,730+1916.8% | $11,403+1090.3% |