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 | $220,774 | $138,044+59.9% | $125,339+76.1% | $134,475+64.2% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -23.41% | 750.33%-773.7pp | 572.05%-595.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,079 | $5,243-60.3% | $4,814-56.8% | $4,740-56.1% |
| Participant deferral / active EE | $6,548 | $7,799-16.0% | $7,446-12.1% | $6,400+2.3% |
| Admin fee / account holder | $1,326 | $11,571-88.5% | $10,010-86.8% | $11,426-88.4% |