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 | $74,406 | $138,044-46.1% | $125,339-40.6% | $134,475-44.7% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -22.90% | 750.33%-773.2pp | 572.05%-594.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,060 | $5,243-79.8% | $4,814-78.0% | $4,740-77.6% |
| Participant deferral / active EE | $3,606 | $7,799-53.8% | $7,446-51.6% | $6,400-43.6% |
| Admin fee / account holder | $491 | $11,571-95.8% | $10,010-95.1% | $11,426-95.7% |