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 | $118,955 | $97,044+22.6% | $83,333+42.7% | $135,375-12.1% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -10.93% | 12.31%-23.2pp | 10.63%-21.6pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,700 | $4,143-34.8% | $3,379-20.1% | $4,779-43.5% |
| Participant deferral / active EE | $6,448 | $5,964+8.1% | $5,565+15.9% | $5,609+15.0% |
| Admin fee / account holder | $2,409 | $8,380-71.2% | $7,510-67.9% | $10,827-77.7% |