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 8-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 | $95,594 | $96,305-0.7% | $80,569+18.6% | $139,434-31.4% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | -9.95% | 1350.08%-1360.0pp | 935.43%-945.4pp | 372.94%-382.9pp |
| Employer contribution / active EE | $2,166 | $3,262-33.6% | $2,723-20.5% | $4,751-54.4% |
| Participant deferral / active EE | $3,774 | $5,232-27.9% | $4,447-15.1% | $6,710-43.8% |
| Admin fee / account holder | $4,707 | $6,599-28.7% | $5,377-12.5% | $11,403-58.7% |