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 | $204,324 | $92,703+120.4% | $82,719+147.0% | $134,475+51.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -21.03% | 944.92%-966.0pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,460 | $3,274+5.7% | $3,009+15.0% | $4,740-27.0% |
| Participant deferral / active EE | $11,677 | $4,802+143.2% | $4,395+165.7% | $6,400+82.5% |
| Admin fee / account holder | $4,312 | $5,983-27.9% | $5,329-19.1% | $11,426-62.3% |