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 | $51,502 | $95,971-46.3% | $74,550-30.9% | $135,375-62.0% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -12.39% | 56.96%-69.4pp | 32.53%-44.9pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,258 | $2,716-53.7% | $1,961-35.9% | $4,779-73.7% |
| Participant deferral / active EE | $2,547 | $3,843-33.7% | $3,108-18.1% | $5,609-54.6% |
| Admin fee / account holder | $701 | $6,522-89.3% | $5,060-86.2% | $10,827-93.5% |