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 | $74,925 | $68,346+9.6% | $94,646-20.8% | $75,163-0.3% |
| Participation rate | 61.5% | 76.1%-14.6pp | 80.8%-19.3pp | 67.2%-5.7pp |
| Annual return | -8.14% | 616.93%-625.1pp | 156.71%-164.8pp | 160.62%-168.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,327 | $6,537-33.8% | $7,418-41.7% | $4,125+4.9% |
| Admin fee / account holder | $4,881 | $5,326-8.3% | $7,231-32.5% | $5,651-13.6% |