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 | $185,007 | $190,805-3.0% | $159,960+15.7% | $134,475+37.6% |
| Participation rate | 45.5% | 81.9%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -23.71% | 552.23%-575.9pp | 408.60%-432.3pp | 417.96%-441.7pp |
| Employer contribution / active EE | $891 | $4,995-82.2% | $4,226-78.9% | $4,740-81.2% |
| Participant deferral / active EE | $2,127 | $6,923-69.3% | $6,182-65.6% | $6,400-66.8% |
| Admin fee / account holder | $13,775 | $10,471+31.5% | $8,698+58.4% | $11,426+20.6% |