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 | $123,747 | $95,862+29.1% | $79,550+55.6% | $134,475-8.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -22.27% | -2.69%-19.6pp | 0.16%-22.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $5,393 | $3,128+72.4% | $2,413+123.5% | $4,740+13.8% |
| Participant deferral / active EE | $9,195 | $4,693+95.9% | $3,985+130.7% | $6,400+43.7% |
| Admin fee / account holder | $695 | $9,126-92.4% | $6,832-89.8% | $11,426-93.9% |