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 9-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 | $104,036 | $100,041+4.0% | $149,718-30.5% | $70,131+48.3% |
| Participation rate | 5.3% | 83.6%-78.3pp | 87.1%-81.8pp | 69.5%-64.3pp |
| Annual return | -67.77% | 27.43%-95.2pp | 1501.63%-1569.4pp | 73.14%-140.9pp |
| Employer contribution / active EE | $1,924 | $3,662-47.5% | $5,445-64.7% | $2,342-17.9% |
| Participant deferral / active EE | $2,422 | $4,983-51.4% | $6,569-63.1% | $3,332-27.3% |
| Admin fee / account holder | $19,697 | $8,286+137.7% | $11,283+74.6% | $4,645+324.0% |