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 | $93,372 | $109,327-14.6% | $89,391+4.5% | $158,922-41.2% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | -9.45% | 345.68%-355.1pp | 245.62%-255.1pp | 302.83%-312.3pp |
| Employer contribution / active EE | $664 | $3,170-79.1% | $2,586-74.3% | $4,761-86.1% |
| Participant deferral / active EE | $5,134 | $4,598+11.7% | $3,890+32.0% | $5,982-14.2% |
| Admin fee / account holder | $729 | $6,153-88.1% | $4,881-85.1% | $11,246-93.5% |