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 | $65,053 | $92,703-29.8% | $82,719-21.4% | $134,475-51.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -20.99% | 944.92%-965.9pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,445 | $3,274-25.3% | $3,009-18.8% | $4,740-48.4% |
| Participant deferral / active EE | $3,460 | $4,802-27.9% | $4,395-21.3% | $6,400-45.9% |
| Admin fee / account holder | $2,591 | $5,983-56.7% | $5,329-51.4% | $11,426-77.3% |