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 | $117,012 | $106,543+9.8% | $91,220+28.3% | $134,475-13.0% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -23.33% | 160.60%-183.9pp | 114.01%-137.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,476 | $3,331-55.7% | $2,850-48.2% | $4,740-68.9% |
| Participant deferral / active EE | $3,946 | $4,719-16.4% | $4,234-6.8% | $6,400-38.3% |
| Admin fee / account holder | $840 | $6,231-86.5% | $5,420-84.5% | $11,426-92.7% |