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 | $125,917 | $190,805-34.0% | $159,960-21.3% | $134,475-6.4% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -22.75% | 552.23%-575.0pp | 408.60%-431.3pp | 417.96%-440.7pp |
| Employer contribution / active EE | $4,337 | $4,995-13.2% | $4,226+2.6% | $4,740-8.5% |
| Participant deferral / active EE | $4,263 | $6,923-38.4% | $6,182-31.1% | $6,400-33.4% |
| Admin fee / account holder | $1,232 | $10,471-88.2% | $8,698-85.8% | $11,426-89.2% |