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 | $91,220 | $90,600+0.7% | $79,464+14.8% | $135,375-32.6% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -11.02% | 977.43%-988.5pp | 718.14%-729.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $768 | $3,068-75.0% | $2,800-72.6% | $4,779-83.9% |
| Participant deferral / active EE | $3,249 | $4,050-19.8% | $3,704-12.3% | $5,609-42.1% |
| Admin fee / account holder | $388 | $5,907-93.4% | $5,113-92.4% | $10,827-96.4% |