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 | $40,720 | $97,757-58.3% | $83,848-51.4% | $135,375-69.9% |
| Participation rate | 68.2% | 80.0%-11.8pp | 76.1%-8.0pp | 82.6%-14.5pp |
| Annual return | -11.55% | 1287.37%-1298.9pp | 850.88%-862.4pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,916 | $4,222-30.9% | $3,631-19.7% | $4,779-39.0% |
| Participant deferral / active EE | $4,064 | $4,682-13.2% | $4,082-0.4% | $5,609-27.5% |
| Admin fee / account holder | $2,908 | $6,674-56.4% | $5,478-46.9% | $10,827-73.1% |