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 | $107,888 | $60,124+79.4% | $90,404+19.3% | $79,858+35.1% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.3pp |
| Annual return | -4.88% | 71.94%-76.8pp | 1293.02%-1297.9pp | 31.71%-36.6pp |
| Employer contribution / active EE | $3,175 | $2,068+53.5% | $3,262-2.7% | $2,471+28.5% |
| Participant deferral / active EE | $2,659 | $2,938-9.5% | $3,963-32.9% | $3,740-28.9% |
| Admin fee / account holder | $4,806 | $3,976+20.9% | $5,611-14.3% | $5,306-9.4% |