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 8-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 | $104,914 | $102,604+2.3% | $86,188+21.7% | $139,434-24.8% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | -7.08% | 1922.51%-1929.6pp | 1168.45%-1175.5pp | 372.94%-380.0pp |
| Employer contribution / active EE | $1,020 | $3,032-66.3% | $2,380-57.1% | $4,751-78.5% |
| Participant deferral / active EE | $2,041 | $4,676-56.4% | $3,985-48.8% | $6,710-69.6% |
| Admin fee / account holder | $5,664 | $8,657-34.6% | $6,852-17.3% | $11,403-50.3% |