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 | $94,050 | $180,449-47.9% | $154,107-39.0% | $135,375-30.5% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -13.17% | 888.09%-901.3pp | 735.12%-748.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $3,466 | $6,035-42.6% | $5,298-34.6% | $4,779-27.5% |
| Participant deferral / active EE | $9,250 | $5,806+59.3% | $5,081+82.1% | $5,609+64.9% |
| Admin fee / account holder | $896 | $16,143-94.5% | $13,411-93.3% | $10,827-91.7% |