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 | $160,256 | $84,402+89.9% | $61,373+161.1% | $134,475+19.2% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -25.37% | 584.55%-609.9pp | 338.61%-364.0pp | 417.96%-443.3pp |
| Employer contribution / active EE | $700 | $1,544-54.7% | $1,159-39.6% | $4,740-85.2% |
| Participant deferral / active EE | $9,000 | $2,819+219.3% | $2,125+323.5% | $6,400+40.6% |
| Admin fee / account holder | $673 | $2,585-74.0% | $2,130-68.4% | $11,426-94.1% |