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 | $208,897 | $97,757+113.7% | $83,848+149.1% | $135,375+54.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -51.36% | 1287.37%-1338.7pp | 850.88%-902.2pp | 519.73%-571.1pp |
| Employer contribution / active EE | $4,000 | $4,222-5.2% | $3,631+10.2% | $4,779-16.3% |
| Participant deferral / active EE | $9,250 | $4,682+97.6% | $4,082+126.6% | $5,609+64.9% |
| Admin fee / account holder | $3,654 | $6,674-45.2% | $5,478-33.3% | $10,827-66.3% |