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 | $44,374 | $102,604-56.8% | $86,188-48.5% | $139,434-68.2% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.0%-0.2pp | 80.3%-11.6pp |
| Annual return | -9.00% | 1922.51%-1931.5pp | 1168.45%-1177.5pp | 372.94%-381.9pp |
| Employer contribution / active EE | $587 | $3,032-80.6% | $2,380-75.3% | $4,751-87.6% |
| Participant deferral / active EE | $4,911 | $4,676+5.0% | $3,985+23.2% | $6,710-26.8% |
| Admin fee / account holder | $929 | $8,657-89.3% | $6,852-86.4% | $11,403-91.9% |