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 | $29,285 | $180,449-83.8% | $154,107-81.0% | $135,375-78.4% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -9.86% | 888.09%-897.9pp | 735.12%-745.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,300 | $6,035-78.5% | $5,298-75.5% | $4,779-72.8% |
| Participant deferral / active EE | $2,852 | $5,806-50.9% | $5,081-43.9% | $5,609-49.2% |
| Admin fee / account holder | $3,101 | $16,143-80.8% | $13,411-76.9% | $10,827-71.4% |