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 | $126,430 | $73,102+72.9% | $123,544+2.3% | $56,287+124.6% |
| Participation rate | 55.3% | 74.3%-19.0pp | 82.3%-27.0pp | 69.9%-14.5pp |
| Annual return | -7.67% | 3.01%-10.7pp | 119.20%-126.9pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,205 | $2,977-59.5% | $4,628-74.0% | $2,111-42.9% |
| Participant deferral / active EE | $6,683 | $5,423+23.2% | $6,426+4.0% | $3,350+99.5% |
| Admin fee / account holder | $3,929 | $554+609.5% | $9,284-57.7% | $521+654.2% |