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 | $164,352 | $177,572-7.4% | $154,803+6.2% | $142,382+15.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | -1.25% | 65.07%-66.3pp | 58.88%-60.1pp | 217.08%-218.3pp |
| Employer contribution / active EE | $1,950 | $4,810-59.5% | $4,305-54.7% | $4,299-54.6% |
| Participant deferral / active EE | $7,096 | $6,272+13.1% | $5,540+28.1% | $6,507+9.0% |
| Admin fee / account holder | $261,482 | $16,786+1457.8% | $14,329+1724.8% | $12,624+1971.4% |