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 | $220,405 | $81,460+170.6% | $103,333+113.3% | $80,856+172.6% |
| Participation rate | 30.3% | 66.8%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | -37.44% | 25.55%-63.0pp | 24.88%-62.3pp | 35.59%-73.0pp |
| Employer contribution / active EE | $1,891 | $3,105-39.1% | $3,868-51.1% | $2,755-31.4% |
| Participant deferral / active EE | $2,576 | $3,869-33.4% | $5,057-49.1% | $4,296-40.0% |
| Admin fee / account holder | $782 | $6,566-88.1% | $8,355-90.6% | $6,918-88.7% |