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 | $75,278 | $88,594-15.0% | $70,092+7.4% | $134,475-44.0% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -29.08% | 442.67%-471.7pp | 190.73%-219.8pp | 417.96%-447.0pp |
| Employer contribution / active EE | $1,970 | $3,233-39.1% | $2,559-23.0% | $4,740-58.4% |
| Participant deferral / active EE | $4,553 | $4,772-4.6% | $3,849+18.3% | $6,400-28.9% |
| Admin fee / account holder | $563 | $10,441-94.6% | $6,267-91.0% | $11,426-95.1% |