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 | $142,209 | $90,519+57.1% | $93,789+51.6% | $134,475+5.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -23.18% | -15.72%-7.5pp | -11.33%-11.9pp | 417.96%-441.1pp |
| Employer contribution / active EE | $8,409 | $4,343+93.6% | $4,323+94.5% | $4,740+77.4% |
| Participant deferral / active EE | $7,422 | $5,978+24.1% | $6,094+21.8% | $6,400+16.0% |
| Admin fee / account holder | $19,547 | $9,252+111.3% | $7,195+171.7% | $11,426+71.1% |