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 5-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 | $152,135 | $72,071+111.1% | $68,368+122.5% | $137,256+10.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | -58.81% | 353.14%-412.0pp | 292.57%-351.4pp | 220.34%-279.2pp |
| Employer contribution / active EE | $5,010 | $2,788+79.7% | $2,649+89.1% | $4,156+20.6% |
| Participant deferral / active EE | $11,411 | $4,410+158.7% | $4,123+176.8% | $6,407+78.1% |
| Admin fee / account holder | $13,546 | $5,336+153.9% | $5,150+163.0% | $12,270+10.4% |