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 | $37,575 | $180,449-79.2% | $154,107-75.6% | $135,375-72.2% |
| Participation rate | 58.8% | 87.4%-28.6pp | 83.0%-24.2pp | 82.6%-23.8pp |
| Annual return | -10.40% | 888.09%-898.5pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,136 | $6,035-64.6% | $5,298-59.7% | $4,779-55.3% |
| Participant deferral / active EE | $3,558 | $5,806-38.7% | $5,081-30.0% | $5,609-36.6% |
| Admin fee / account holder | $390 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |