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 | $109,185 | $102,604+6.4% | $86,188+26.7% | $139,434-21.7% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | -9.54% | 1922.51%-1932.0pp | 1168.45%-1178.0pp | 372.94%-382.5pp |
| Employer contribution / active EE | $983 | $3,032-67.6% | $2,380-58.7% | $4,751-79.3% |
| Participant deferral / active EE | $2,459 | $4,676-47.4% | $3,985-38.3% | $6,710-63.4% |
| Admin fee / account holder | $31,801 | $8,657+267.4% | $6,852+364.1% | $11,403+178.9% |