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 3-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 | $146,463 | $177,572-17.5% | $154,803-5.4% | $142,382+2.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | -95.86% | 65.07%-160.9pp | 58.88%-154.7pp | 217.08%-312.9pp |
| Employer contribution / active EE | $8,021 | $4,810+66.7% | $4,305+86.3% | $4,299+86.6% |
| Participant deferral / active EE | $48,843 | $6,272+678.8% | $5,540+781.6% | $6,507+650.6% |
| Admin fee / account holder | $118,312 | $16,786+604.8% | $14,329+725.7% | $12,624+837.2% |