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 | $56,194 | $138,044-59.3% | $125,339-55.2% | $134,475-58.2% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -28.12% | 750.33%-778.4pp | 572.05%-600.2pp | 417.96%-446.1pp |
| Employer contribution / active EE | $1,030 | $5,243-80.4% | $4,814-78.6% | $4,740-78.3% |
| Participant deferral / active EE | $3,417 | $7,799-56.2% | $7,446-54.1% | $6,400-46.6% |
| Admin fee / account holder | $627 | $11,571-94.6% | $10,010-93.7% | $11,426-94.5% |