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 | $75,429 | $160,055-52.9% | $140,016-46.1% | $135,375-44.3% |
| Participation rate | 53.8% | 88.5%-34.7pp | 87.5%-33.7pp | 82.6%-28.8pp |
| Annual return | -14.07% | 911.38%-925.4pp | 651.12%-665.2pp | 519.73%-533.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,685 | $7,642-51.8% | $6,927-46.8% | $5,609-34.3% |
| Admin fee / account holder | $11,627 | $13,328-12.8% | $10,705+8.6% | $10,827+7.4% |