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 | $121,844 | $138,065-11.7% | $123,544-1.4% | $135,375-10.0% |
| Participation rate | 52.4% | 84.7%-32.4pp | 82.3%-29.9pp | 82.6%-30.3pp |
| Annual return | -18.53% | 153.68%-172.2pp | 119.20%-137.7pp | 519.73%-538.3pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,598 | $6,799+11.7% | $6,426+18.2% | $5,609+35.5% |
| Admin fee / account holder | $3,711 | $10,916-66.0% | $9,284-60.0% | $10,827-65.7% |