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 | $112,286 | $100,773+11.4% | $88,946+26.2% | $142,382-21.1% |
| Participation rate | 58.8% | 74.3%-15.5pp | 68.8%-10.0pp | 80.1%-21.3pp |
| Annual return | -3.74% | 70.18%-73.9pp | 57.82%-61.6pp | 217.08%-220.8pp |
| Employer contribution / active EE | $1,338 | $2,918-54.1% | $2,555-47.6% | $4,299-68.9% |
| Participant deferral / active EE | $4,997 | $5,230-4.5% | $4,581+9.1% | $6,507-23.2% |
| Admin fee / account holder | $5,532 | $9,693-42.9% | $8,261-33.0% | $12,624-56.2% |