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 | $25,799 | $97,757-73.6% | $83,848-69.2% | $135,375-80.9% |
| Participation rate | 45.8% | 80.0%-34.1pp | 76.1%-30.3pp | 82.6%-36.8pp |
| Annual return | -10.77% | 1287.37%-1298.1pp | 850.88%-861.7pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,891 | $4,222-55.2% | $3,631-47.9% | $4,779-60.4% |
| Participant deferral / active EE | $3,524 | $4,682-24.7% | $4,082-13.7% | $5,609-37.2% |
| Admin fee / account holder | $796 | $6,674-88.1% | $5,478-85.5% | $10,827-92.7% |