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 | $100,564 | $91,538+9.9% | $129,995-22.6% | $75,163+33.8% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 9.59% | -631.11%+640.7pp | -137.18%+146.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $3,501 | $2,845+23.0% | $4,320-19.0% | $2,670+31.1% |
| Participant deferral / active EE | $7,214 | $4,341+66.2% | $5,820+24.0% | $4,125+74.9% |
| Admin fee / account holder | $28,038 | $6,790+312.9% | $10,614+164.2% | $5,651+396.2% |