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 | $179,531 | $115,882+54.9% | $100,516+78.6% | $158,922+13.0% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | -8.92% | 34.79%-43.7pp | 30.89%-39.8pp | 302.83%-311.7pp |
| Employer contribution / active EE | $1,772 | $4,103-56.8% | $3,418-48.1% | $4,761-62.8% |
| Participant deferral / active EE | $9,218 | $6,674+38.1% | $6,270+47.0% | $5,982+54.1% |
| Admin fee / account holder | $906 | $10,995-91.8% | $8,081-88.8% | $11,246-91.9% |