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 | $118,902 | $92,703+28.3% | $82,719+43.7% | $134,475-11.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.92% | 944.92%-967.8pp | 701.18%-724.1pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,816 | $3,274-44.5% | $3,009-39.6% | $4,740-61.7% |
| Participant deferral / active EE | $4,919 | $4,802+2.4% | $4,395+11.9% | $6,400-23.1% |
| Admin fee / account holder | $4,492 | $5,983-24.9% | $5,329-15.7% | $11,426-60.7% |