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 | $181,752 | $211,958-14.3% | $169,463+7.3% | $135,375+34.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -18.47% | 3.26%-21.7pp | 1.83%-20.3pp | 519.73%-538.2pp |
| Employer contribution / active EE | $18,000 | $5,120+251.6% | $4,159+332.8% | $4,779+276.7% |
| Participant deferral / active EE | $9,000 | $6,075+48.1% | $5,277+70.6% | $5,609+60.5% |
| Admin fee / account holder | $15,025 | $11,471+31.0% | $9,109+64.9% | $10,827+38.8% |