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 9-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 | $202,887 | $167,307+21.3% | $143,757+41.1% | $134,475+50.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -26.24% | 0.46%-26.7pp | -0.04%-26.2pp | 417.96%-444.2pp |
| Employer contribution / active EE | $6,339 | $5,619+12.8% | $4,951+28.0% | $4,740+33.7% |
| Participant deferral / active EE | $10,250 | $6,446+59.0% | $5,637+81.8% | $6,400+60.2% |
| Admin fee / account holder | $334 | $18,088-98.2% | $14,673-97.7% | $11,426-97.1% |