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 | $164,815 | $92,703+77.8% | $82,719+99.2% | $134,475+22.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -26.94% | 944.92%-971.9pp | 701.18%-728.1pp | 417.96%-444.9pp |
| Employer contribution / active EE | $2,565 | $3,274-21.6% | $3,009-14.7% | $4,740-45.9% |
| Participant deferral / active EE | $7,063 | $4,802+47.1% | $4,395+60.7% | $6,400+10.4% |
| Admin fee / account holder | $22,115 | $5,983+269.7% | $5,329+315.0% | $11,426+93.5% |