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 | $224,477 | $152,509+47.2% | $117,472+91.1% | $134,475+66.9% |
| Participation rate | 17.4% | 77.1%-59.7pp | 70.6%-53.2pp | 81.2%-63.8pp |
| Annual return | -28.23% | 52.99%-81.2pp | 29.74%-58.0pp | 417.96%-446.2pp |
| Employer contribution / active EE | $603 | $5,571-89.2% | $4,176-85.5% | $4,740-87.3% |
| Participant deferral / active EE | $2,022 | $4,818-58.0% | $4,070-50.3% | $6,400-68.4% |
| Admin fee / account holder | $1,955 | $7,004-72.1% | $5,645-65.4% | $11,426-82.9% |