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 | $139,492 | $65,561+112.8% | $86,188+61.8% | $75,163+85.6% |
| Participation rate | 48.7% | 60.5%-11.8pp | 69.0%-20.3pp | 67.2%-18.5pp |
| Annual return | -8.37% | 46.05%-54.4pp | 1168.45%-1176.8pp | 160.62%-169.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,657 | $3,024-45.2% | $3,985-58.4% | $4,125-59.8% |
| Admin fee / account holder | $30,970 | $5,474+465.8% | $6,852+352.0% | $5,651+448.0% |