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 | $97,823 | $180,449-45.8% | $154,107-36.5% | $135,375-27.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -14.58% | 888.09%-902.7pp | 735.12%-749.7pp | 519.73%-534.3pp |
| Employer contribution / active EE | $14,241 | $6,035+136.0% | $5,298+168.8% | $4,779+198.0% |
| Participant deferral / active EE | $13,873 | $5,806+138.9% | $5,081+173.1% | $5,609+147.3% |
| Admin fee / account holder | $555 | $16,143-96.6% | $13,411-95.9% | $10,827-94.9% |