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 3-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 | $160,167 | $96,128+66.6% | $136,007+17.8% | $80,856+98.1% |
| Participation rate | 26.6% | 71.2%-44.7pp | 76.5%-49.9pp | 67.6%-41.1pp |
| Annual return | -58.15% | 28.71%-86.9pp | 579.32%-637.5pp | 35.59%-93.7pp |
| Employer contribution / active EE | $11,223 | $3,351+234.9% | $4,217+166.2% | $2,755+307.4% |
| Participant deferral / active EE | $19,189 | $5,709+236.1% | $7,025+173.2% | $4,296+346.7% |
| Admin fee / account holder | $21,522 | $8,236+161.3% | $6,858+213.8% | $6,918+211.1% |