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 | $204,199 | $105,181+94.1% | $159,436+28.1% | $85,850+137.9% |
| Participation rate | 34.5% | 75.8%-41.3pp | 82.8%-48.3pp | 69.3%-34.8pp |
| Annual return | -6.26% | 45.07%-51.3pp | 263.57%-269.8pp | 318.53%-324.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,022 | $5,945+18.1% | $7,352-4.5% | $3,952+77.7% |
| Admin fee / account holder | $7,493 | $6,933+8.1% | $10,799-30.6% | $6,260+19.7% |