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 | $126,203 | $95,971+31.5% | $74,550+69.3% | $135,375-6.8% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -12.81% | 56.96%-69.8pp | 32.53%-45.3pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,240 | $2,716-54.3% | $1,961-36.8% | $4,779-74.0% |
| Participant deferral / active EE | $2,545 | $3,843-33.8% | $3,108-18.1% | $5,609-54.6% |
| Admin fee / account holder | $435 | $6,522-93.3% | $5,060-91.4% | $10,827-96.0% |