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 | $39,301 | $180,449-78.2% | $154,107-74.5% | $135,375-71.0% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -9.54% | 888.09%-897.6pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,844 | $6,035-69.4% | $5,298-65.2% | $4,779-61.4% |
| Participant deferral / active EE | $2,497 | $5,806-57.0% | $5,081-50.9% | $5,609-55.5% |
| Admin fee / account holder | $1,124 | $16,143-93.0% | $13,411-91.6% | $10,827-89.6% |