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 | $71,312 | $84,695-15.8% | $73,843-3.4% | $125,391-43.1% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -13.58% | 3123.53%-3137.1pp | 2267.84%-2281.4pp | 282.22%-295.8pp |
| Employer contribution / active EE | $10,585 | $3,123+238.9% | $2,787+279.7% | $4,866+117.5% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,177 | $5,691-61.7% | $4,880-55.4% | $9,540-77.2% |