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 | $81,538 | $135,635-39.9% | $110,238-26.0% | $135,375-39.8% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.8%-21.5pp | 82.6%-24.3pp |
| Annual return | -35.09% | 513.19%-548.3pp | 314.74%-349.8pp | 519.73%-554.8pp |
| Employer contribution / active EE | $1,487 | $4,906-69.7% | $3,826-61.1% | $4,779-68.9% |
| Participant deferral / active EE | $3,989 | $5,506-27.6% | $4,672-14.6% | $5,609-28.9% |
| Admin fee / account holder | $6,421 | $11,457-44.0% | $8,547-24.9% | $10,827-40.7% |