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 | $107,119 | $160,055-33.1% | $140,016-23.5% | $135,375-20.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -24.20% | 911.38%-935.6pp | 651.12%-675.3pp | 519.73%-543.9pp |
| Employer contribution / active EE | $3,386 | $6,420-47.3% | $5,606-39.6% | $4,779-29.2% |
| Participant deferral / active EE | $6,647 | $7,642-13.0% | $6,927-4.0% | $5,609+18.5% |
| Admin fee / account holder | $409 | $13,328-96.9% | $10,705-96.2% | $10,827-96.2% |