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 | $55,726 | $180,449-69.1% | $154,107-63.8% | $135,375-58.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -10.12% | 888.09%-898.2pp | 735.12%-745.2pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,886 | $6,035-52.2% | $5,298-45.5% | $4,779-39.6% |
| Participant deferral / active EE | $7,923 | $5,806+36.5% | $5,081+55.9% | $5,609+41.3% |
| Admin fee / account holder | $8,729 | $16,143-45.9% | $13,411-34.9% | $10,827-19.4% |