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 | $189,803 | $117,690+61.3% | $71,735+164.6% | $134,475+41.1% |
| Participation rate | 66.7% | 68.8%-2.2pp | 62.3%+4.4pp | 81.2%-14.6pp |
| Annual return | -28.69% | 25.44%-54.1pp | 9.14%-37.8pp | 417.96%-446.7pp |
| Employer contribution / active EE | $18,097 | $2,525+616.9% | $1,704+962.1% | $4,740+281.8% |
| Participant deferral / active EE | $15,833 | $3,759+321.2% | $2,658+495.7% | $6,400+147.4% |
| Admin fee / account holder | $8,520 | $6,379+33.6% | $3,974+114.4% | $11,426-25.4% |