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 | $21,894 | $97,757-77.6% | $83,848-73.9% | $135,375-83.8% |
| Participation rate | 45.0% | 80.0%-35.0pp | 76.1%-31.1pp | 82.6%-37.6pp |
| Annual return | -11.09% | 1287.37%-1298.5pp | 850.88%-862.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,090 | $4,222-74.2% | $3,631-70.0% | $4,779-77.2% |
| Participant deferral / active EE | $2,609 | $4,682-44.3% | $4,082-36.1% | $5,609-53.5% |
| Admin fee / account holder | $5,017 | $6,674-24.8% | $5,478-8.4% | $10,827-53.7% |