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 | $147,261 | $138,065+6.7% | $123,544+19.2% | $135,375+8.8% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -10.20% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,820 | $5,151-64.7% | $4,628-60.7% | $4,779-61.9% |
| Participant deferral / active EE | $4,011 | $6,799-41.0% | $6,426-37.6% | $5,609-28.5% |
| Admin fee / account holder | $1,350 | $10,916-87.6% | $9,284-85.5% | $10,827-87.5% |