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 | $92,036 | $97,757-5.9% | $83,848+9.8% | $135,375-32.0% |
| Participation rate | 64.7% | 80.0%-15.2pp | 76.1%-11.4pp | 82.6%-17.9pp |
| Annual return | -12.38% | 1287.37%-1299.8pp | 850.88%-863.3pp | 519.73%-532.1pp |
| Employer contribution / active EE | $2,301 | $4,222-45.5% | $3,631-36.6% | $4,779-51.9% |
| Participant deferral / active EE | $3,312 | $4,682-29.3% | $4,082-18.9% | $5,609-41.0% |
| Admin fee / account holder | $1,815 | $6,674-72.8% | $5,478-66.9% | $10,827-83.2% |