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 | $53,285 | $190,805-72.1% | $159,960-66.7% | $134,475-60.4% |
| Participation rate | 61.5% | 81.9%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -29.68% | 552.23%-581.9pp | 408.60%-438.3pp | 417.96%-447.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,635 | $6,923-61.9% | $6,182-57.4% | $6,400-58.8% |
| Admin fee / account holder | $3,097 | $10,471-70.4% | $8,698-64.4% | $11,426-72.9% |