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 | $122,701 | $158,398-22.5% | $126,539-3.0% | $142,382-13.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | -0.16% | 593.76%-593.9pp | 425.95%-426.1pp | 217.08%-217.2pp |
| Employer contribution / active EE | $6,200 | $4,650+33.3% | $3,674+68.8% | $4,299+44.2% |
| Participant deferral / active EE | $6,367 | $4,767+33.6% | $4,083+55.9% | $6,507-2.2% |
| Admin fee / account holder | $687 | $6,918-90.1% | $6,065-88.7% | $12,624-94.6% |