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 9-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 | $130,780 | $96,305+35.8% | $80,569+62.3% | $139,434-6.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | -7.93% | 1350.08%-1358.0pp | 935.43%-943.4pp | 372.94%-380.9pp |
| Employer contribution / active EE | $1,929 | $3,262-40.9% | $2,723-29.2% | $4,751-59.4% |
| Participant deferral / active EE | $4,892 | $5,232-6.5% | $4,447+10.0% | $6,710-27.1% |
| Admin fee / account holder | $4,137 | $6,599-37.3% | $5,377-23.1% | $11,403-63.7% |