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 | $107,615 | $90,600+18.8% | $79,464+35.4% | $135,375-20.5% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -13.81% | 977.43%-991.2pp | 718.14%-732.0pp | 519.73%-533.5pp |
| Employer contribution / active EE | $945 | $3,068-69.2% | $2,800-66.3% | $4,779-80.2% |
| Participant deferral / active EE | $6,125 | $4,050+51.2% | $3,704+65.4% | $5,609+9.2% |
| Admin fee / account holder | $1,238 | $5,907-79.0% | $5,113-75.8% | $10,827-88.6% |