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 | $32,402 | $160,055-79.8% | $140,016-76.9% | $135,375-76.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -9.26% | 911.38%-920.6pp | 651.12%-660.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,663 | $6,420-74.1% | $5,606-70.3% | $4,779-65.2% |
| Participant deferral / active EE | $4,724 | $7,642-38.2% | $6,927-31.8% | $5,609-15.8% |
| Admin fee / account holder | $477 | $13,328-96.4% | $10,705-95.5% | $10,827-95.6% |