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 | $47,144 | $138,065-65.9% | $123,544-61.8% | $135,375-65.2% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -17.95% | 153.68%-171.6pp | 119.20%-137.1pp | 519.73%-537.7pp |
| Employer contribution / active EE | $2,170 | $5,151-57.9% | $4,628-53.1% | $4,779-54.6% |
| Participant deferral / active EE | $2,951 | $6,799-56.6% | $6,426-54.1% | $5,609-47.4% |
| Admin fee / account holder | $411 | $10,916-96.2% | $9,284-95.6% | $10,827-96.2% |