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 | $31,139 | $84,695-63.2% | $73,843-57.8% | $125,391-75.2% |
| Participation rate | 58.8% | 76.8%-17.9pp | 73.4%-14.6pp | 83.2%-24.4pp |
| Annual return | -4.90% | 3123.53%-3128.4pp | 2267.84%-2272.7pp | 282.22%-287.1pp |
| Employer contribution / active EE | $862 | $3,123-72.4% | $2,787-69.1% | $4,866-82.3% |
| Participant deferral / active EE | $1,945 | $3,992-51.3% | $3,583-45.7% | $5,352-63.6% |
| Admin fee / account holder | $340 | $5,691-94.0% | $4,880-93.0% | $9,540-96.4% |