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 | $77,299 | $97,757-20.9% | $83,848-7.8% | $135,375-42.9% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -10.21% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,021 | $4,222-75.8% | $3,631-71.9% | $4,779-78.6% |
| Participant deferral / active EE | $4,870 | $4,682+4.0% | $4,082+19.3% | $5,609-13.2% |
| Admin fee / account holder | $370 | $6,674-94.5% | $5,478-93.3% | $10,827-96.6% |