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 | $95,283 | $97,757-2.5% | $83,848+13.6% | $135,375-29.6% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -9.97% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $903 | $4,222-78.6% | $3,631-75.1% | $4,779-81.1% |
| Participant deferral / active EE | $5,784 | $4,682+23.5% | $4,082+41.7% | $5,609+3.1% |
| Admin fee / account holder | $1,012 | $6,674-84.8% | $5,478-81.5% | $10,827-90.7% |