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 | $67,665 | $82,630-18.1% | $64,105+5.6% | $125,391-46.0% |
| Participation rate | 37.5% | 75.9%-38.4pp | 68.2%-30.7pp | 83.2%-45.7pp |
| Annual return | -3.99% | 1489.72%-1493.7pp | 791.24%-795.2pp | 282.22%-286.2pp |
| Employer contribution / active EE | $945 | $2,671-64.6% | $1,820-48.1% | $4,866-80.6% |
| Participant deferral / active EE | $848 | $3,608-76.5% | $2,822-70.0% | $5,352-84.2% |
| Admin fee / account holder | $916 | $6,382-85.6% | $4,499-79.6% | $9,540-90.4% |