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 | $50,381 | $97,757-48.5% | $83,848-39.9% | $135,375-62.8% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -11.04% | 1287.37%-1298.4pp | 850.88%-861.9pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,165 | $4,222-72.4% | $3,631-67.9% | $4,779-75.6% |
| Participant deferral / active EE | $6,305 | $4,682+34.7% | $4,082+54.5% | $5,609+12.4% |
| Admin fee / account holder | $741 | $6,674-88.9% | $5,478-86.5% | $10,827-93.2% |