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 | $110,658 | $99,640+11.1% | $86,436+28.0% | $134,475-17.7% |
| Participation rate | 42.9% | 82.0%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -21.24% | 6782.58%-6803.8pp | 4394.89%-4416.1pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,576 | $4,400-41.5% | $3,769-31.6% | $4,740-45.6% |
| Participant deferral / active EE | $8,695 | $7,246+20.0% | $6,952+25.1% | $6,400+35.9% |
| Admin fee / account holder | $16,747 | $8,371+100.1% | $6,731+148.8% | $11,426+46.6% |