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 | $112,310 | $95,971+17.0% | $74,550+50.7% | $135,375-17.0% |
| Participation rate | 28.6% | 75.7%-47.1pp | 69.1%-40.6pp | 82.6%-54.1pp |
| Annual return | -9.35% | 56.96%-66.3pp | 32.53%-41.9pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,843 | $2,716-32.1% | $1,961-6.0% | $4,779-61.4% |
| Participant deferral / active EE | $4,510 | $3,843+17.3% | $3,108+45.1% | $5,609-19.6% |
| Admin fee / account holder | $869 | $6,522-86.7% | $5,060-82.8% | $10,827-92.0% |