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 | $117,939 | $92,703+27.2% | $82,719+42.6% | $134,475-12.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -21.95% | 944.92%-966.9pp | 701.18%-723.1pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,731 | $3,274-47.1% | $3,009-42.5% | $4,740-63.5% |
| Participant deferral / active EE | $5,615 | $4,802+16.9% | $4,395+27.8% | $6,400-12.3% |
| Admin fee / account holder | $39,941 | $5,983+567.6% | $5,329+649.5% | $11,426+249.6% |