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 | $198,136 | $117,690+68.4% | $71,735+176.2% | $134,475+47.3% |
| Participation rate | 50.0% | 68.8%-18.8pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -22.72% | 25.44%-48.2pp | 9.14%-31.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,796 | $2,525-28.9% | $1,704+5.4% | $4,740-62.1% |
| Participant deferral / active EE | $6,181 | $3,759+64.4% | $2,658+132.5% | $6,400-3.4% |
| Admin fee / account holder | $6,693 | $6,379+4.9% | $3,974+68.4% | $11,426-41.4% |