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 | $67,012 | $197,825-66.1% | $155,790-57.0% | $125,391-46.6% |
| Participation rate | 57.1% | 82.1%-24.9pp | 76.1%-19.0pp | 83.2%-26.0pp |
| Annual return | -3.87% | 86.74%-90.6pp | 71.54%-75.4pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,999 | $4,847-38.1% | $3,836-21.8% | $4,866-38.4% |
| Participant deferral / active EE | $0 | $5,630-100.0% | $4,797-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,000 | $9,545-37.1% | $7,478-19.8% | $9,540-37.1% |