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 | $60,683 | $97,757-37.9% | $83,848-27.6% | $135,375-55.2% |
| Participation rate | 46.7% | 80.0%-33.3pp | 76.1%-29.5pp | 82.6%-36.0pp |
| Annual return | -9.98% | 1287.37%-1297.3pp | 850.88%-860.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $718 | $4,222-83.0% | $3,631-80.2% | $4,779-85.0% |
| Participant deferral / active EE | $2,120 | $4,682-54.7% | $4,082-48.1% | $5,609-62.2% |
| Admin fee / account holder | $3,468 | $6,674-48.0% | $5,478-36.7% | $10,827-68.0% |