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 | $197,403 | $138,044+43.0% | $125,339+57.5% | $134,475+46.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.08% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,498 | $5,243-71.4% | $4,814-68.9% | $4,740-68.4% |
| Participant deferral / active EE | $3,445 | $7,799-55.8% | $7,446-53.7% | $6,400-46.2% |
| Admin fee / account holder | $8,099 | $11,571-30.0% | $10,010-19.1% | $11,426-29.1% |