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 | $193,661 | $95,862+102.0% | $79,550+143.4% | $134,475+44.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -33.32% | -2.69%-30.6pp | 0.16%-33.5pp | 417.96%-451.3pp |
| Employer contribution / active EE | $1,099 | $3,128-64.9% | $2,413-54.5% | $4,740-76.8% |
| Participant deferral / active EE | $2,932 | $4,693-37.5% | $3,985-26.4% | $6,400-54.2% |
| Admin fee / account holder | $483 | $9,126-94.7% | $6,832-92.9% | $11,426-95.8% |