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 | $54,232 | $76,000-28.6% | $154,107-64.8% | $64,186-15.5% |
| Participation rate | 22.6% | 70.4%-47.8pp | 83.0%-60.4pp | 69.6%-46.9pp |
| Annual return | -70.94% | 30.32%-101.3pp | 735.12%-806.1pp | 7.63%-78.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $924 | $3,175-70.9% | $5,081-81.8% | $3,470-73.4% |
| Admin fee / account holder | $3,396 | $5,596-39.3% | $13,411-74.7% | $4,888-30.5% |