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 | $156,003 | $92,703+68.3% | $82,719+88.6% | $134,475+16.0% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -34.30% | 944.92%-979.2pp | 701.18%-735.5pp | 417.96%-452.3pp |
| Employer contribution / active EE | $525 | $3,274-84.0% | $3,009-82.6% | $4,740-88.9% |
| Participant deferral / active EE | $6,855 | $4,802+42.8% | $4,395+56.0% | $6,400+7.1% |
| Admin fee / account holder | $1,274 | $5,983-78.7% | $5,329-76.1% | $11,426-88.8% |