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 | $146,017 | $84,402+73.0% | $61,373+137.9% | $134,475+8.6% |
| Participation rate | 21.7% | 62.2%-40.5pp | 52.6%-30.8pp | 81.2%-59.5pp |
| Annual return | -26.51% | 584.55%-611.1pp | 338.61%-365.1pp | 417.96%-444.5pp |
| Employer contribution / active EE | $717 | $1,544-53.6% | $1,159-38.1% | $4,740-84.9% |
| Participant deferral / active EE | $3,133 | $2,819+11.1% | $2,125+47.4% | $6,400-51.1% |
| Admin fee / account holder | $13,723 | $2,585+430.8% | $2,130+544.4% | $11,426+20.1% |