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 | $25,136 | $82,630-69.6% | $64,105-60.8% | $125,391-80.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -3.91% | 1489.72%-1493.6pp | 791.24%-795.2pp | 282.22%-286.1pp |
| Employer contribution / active EE | $928 | $2,671-65.3% | $1,820-49.0% | $4,866-80.9% |
| Participant deferral / active EE | $3,842 | $3,608+6.5% | $2,822+36.2% | $5,352-28.2% |
| Admin fee / account holder | $1,654 | $6,382-74.1% | $4,499-63.2% | $9,540-82.7% |