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 | $36,868 | $49,173-25.0% | $121,098-69.6% | $75,163-50.9% |
| Participation rate | 47.7% | 55.4%-7.7pp | 69.5%-21.8pp | 67.2%-19.5pp |
| Annual return | -8.17% | 55.99%-64.2pp | 985.75%-993.9pp | 160.62%-168.8pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,517 | $2,628-42.3% | $4,080-62.8% | $4,125-63.2% |
| Admin fee / account holder | $2,345 | $3,942-40.5% | $5,644-58.4% | $5,651-58.5% |