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 | $55,206 | $92,703-40.4% | $82,719-33.3% | $134,475-58.9% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -23.68% | 944.92%-968.6pp | 701.18%-724.9pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,050 | $3,274-67.9% | $3,009-65.1% | $4,740-77.8% |
| Participant deferral / active EE | $1,050 | $4,802-78.1% | $4,395-76.1% | $6,400-83.6% |
| Admin fee / account holder | $469 | $5,983-92.2% | $5,329-91.2% | $11,426-95.9% |