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 | $123,465 | $92,703+33.2% | $82,719+49.3% | $134,475-8.2% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -22.68% | 944.92%-967.6pp | 701.18%-723.9pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,401 | $3,274-26.7% | $3,009-20.2% | $4,740-49.3% |
| Participant deferral / active EE | $6,391 | $4,802+33.1% | $4,395+45.4% | $6,400-0.1% |
| Admin fee / account holder | $1,559 | $5,983-73.9% | $5,329-70.7% | $11,426-86.4% |