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 8-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 | $124,451 | $85,202+46.1% | $172,739-28.0% | $72,985+70.5% |
| Participation rate | 17.6% | 70.1%-52.4pp | 82.6%-65.0pp | 69.5%-51.8pp |
| Annual return | -67.50% | 27.32%-94.8pp | 802.84%-870.3pp | 81.00%-148.5pp |
| Employer contribution / active EE | $1,037 | $3,324-68.8% | $5,143-79.8% | $2,440-57.5% |
| Participant deferral / active EE | $1,166 | $3,260-64.2% | $5,198-77.6% | $3,607-67.7% |
| Admin fee / account holder | $13,784 | $5,884+134.3% | $13,954-1.2% | $5,124+169.0% |