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 | $59,694 | $138,044-56.8% | $125,339-52.4% | $134,475-55.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -24.28% | 750.33%-774.6pp | 572.05%-596.3pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,598 | $5,243-50.4% | $4,814-46.0% | $4,740-45.2% |
| Participant deferral / active EE | $8,065 | $7,799+3.4% | $7,446+8.3% | $6,400+26.0% |
| Admin fee / account holder | $11,876 | $11,571+2.6% | $10,010+18.7% | $11,426+3.9% |