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 | $105,523 | $138,065-23.6% | $123,544-14.6% | $135,375-22.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -11.57% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.3pp |
| Employer contribution / active EE | $3,337 | $5,151-35.2% | $4,628-27.9% | $4,779-30.2% |
| Participant deferral / active EE | $10,218 | $6,799+50.3% | $6,426+59.0% | $5,609+82.2% |
| Admin fee / account holder | $56,472 | $10,916+417.3% | $9,284+508.3% | $10,827+421.6% |