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 7-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 | $85,980 | $88,751-3.1% | $81,812+5.1% | $145,922-41.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | -8.86% | 1025.40%-1034.3pp | 773.79%-782.7pp | 561.29%-570.1pp |
| Employer contribution / active EE | $1,246 | $3,083-59.6% | $2,912-57.2% | $4,660-73.3% |
| Participant deferral / active EE | $1,418 | $4,643-69.5% | $4,319-67.2% | $6,688-78.8% |
| Admin fee / account holder | $2,939 | $8,415-65.1% | $7,386-60.2% | $13,397-78.1% |