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 | $44,226 | $133,958-67.0% | $112,228-60.6% | $134,475-67.1% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -23.87% | 47.11%-71.0pp | 27.45%-51.3pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,852 | $4,038-29.4% | $3,635-21.5% | $4,740-39.8% |
| Participant deferral / active EE | $3,891 | $5,291-26.4% | $4,728-17.7% | $6,400-39.2% |
| Admin fee / account holder | $339 | $7,489-95.5% | $6,410-94.7% | $11,426-97.0% |