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 | $214,738 | $95,862+124.0% | $79,550+169.9% | $134,475+59.7% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -20.90% | -2.69%-18.2pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,474 | $3,128-52.9% | $2,413-38.9% | $4,740-68.9% |
| Participant deferral / active EE | $6,830 | $4,693+45.5% | $3,985+71.4% | $6,400+6.7% |
| Admin fee / account holder | $13,270 | $9,126+45.4% | $6,832+94.2% | $11,426+16.1% |