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 | $208,405 | $92,703+124.8% | $82,719+151.9% | $134,475+55.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -23.76% | 944.92%-968.7pp | 701.18%-724.9pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,399 | $3,274-57.3% | $3,009-53.5% | $4,740-70.5% |
| Participant deferral / active EE | $4,580 | $4,802-4.6% | $4,395+4.2% | $6,400-28.4% |
| Admin fee / account holder | $2,660 | $5,983-55.5% | $5,329-50.1% | $11,426-76.7% |