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 | $46,890 | $180,449-74.0% | $154,107-69.6% | $135,375-65.4% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -11.47% | 888.09%-899.6pp | 735.12%-746.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $3,524 | $6,035-41.6% | $5,298-33.5% | $4,779-26.3% |
| Participant deferral / active EE | $4,481 | $5,806-22.8% | $5,081-11.8% | $5,609-20.1% |
| Admin fee / account holder | $1,342 | $16,143-91.7% | $13,411-90.0% | $10,827-87.6% |