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 | $47,977 | $108,642-55.8% | $74,701-35.8% | $152,861-68.6% |
| Participation rate | 68.2% | 65.3%+2.8pp | 54.5%+13.7pp | 82.4%-14.3pp |
| Annual return | -23.97% | 114.06%-138.0pp | 752.92%-776.9pp | 345.32%-369.3pp |
| Employer contribution / active EE | $986 | $1,503-34.4% | $1,084-9.0% | $4,762-79.3% |
| Participant deferral / active EE | $3,858 | $2,712+42.2% | $1,964+96.5% | $5,850-34.1% |
| Admin fee / account holder | $4,944 | $4,902+0.8% | $3,333+48.3% | $11,596-57.4% |