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 9-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 | $121,655 | $111,754+8.9% | $103,333+17.7% | $145,922-16.6% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | -54.18% | 24.77%-78.9pp | 24.88%-79.1pp | 561.29%-615.5pp |
| Employer contribution / active EE | $5,550 | $4,212+31.8% | $3,868+43.5% | $4,660+19.1% |
| Participant deferral / active EE | $13,971 | $5,619+148.7% | $5,057+176.2% | $6,688+108.9% |
| Admin fee / account holder | $5,571 | $9,750-42.9% | $8,355-33.3% | $13,397-58.4% |