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 | $151,573 | $82,286+84.2% | $68,791+120.3% | $134,475+12.7% |
| Participation rate | 63.2% | 75.1%-11.9pp | 69.0%-5.9pp | 81.2%-18.1pp |
| Annual return | -27.53% | -2.19%-25.3pp | -6.38%-21.2pp | 417.96%-445.5pp |
| Employer contribution / active EE | $772 | $3,301-76.6% | $2,655-70.9% | $4,740-83.7% |
| Participant deferral / active EE | $1,474 | $4,739-68.9% | $3,941-62.6% | $6,400-77.0% |
| Admin fee / account holder | $116,591 | $6,481+1699.1% | $4,932+2264.0% | $11,426+920.4% |