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 | $71,777 | $180,449-60.2% | $154,107-53.4% | $135,375-47.0% |
| Participation rate | 52.4% | 87.4%-35.0pp | 83.0%-30.7pp | 82.6%-30.3pp |
| Annual return | -8.99% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,903 | $6,035-68.5% | $5,298-64.1% | $4,779-60.2% |
| Participant deferral / active EE | $4,384 | $5,806-24.5% | $5,081-13.7% | $5,609-21.8% |
| Admin fee / account holder | $2,036 | $16,143-87.4% | $13,411-84.8% | $10,827-81.2% |