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 | $230,932 | $88,594+160.7% | $70,092+229.5% | $134,475+71.7% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -24.09% | 442.67%-466.8pp | 190.73%-214.8pp | 417.96%-442.1pp |
| Employer contribution / active EE | $942 | $3,233-70.9% | $2,559-63.2% | $4,740-80.1% |
| Participant deferral / active EE | $9,375 | $4,772+96.4% | $3,849+143.6% | $6,400+46.5% |
| Admin fee / account holder | $15,605 | $10,441+49.5% | $6,267+149.0% | $11,426+36.6% |