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 | $67,545 | $135,635-50.2% | $110,238-38.7% | $135,375-50.1% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | -9.79% | 513.19%-523.0pp | 314.74%-324.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,194 | $4,906-75.7% | $3,826-68.8% | $4,779-75.0% |
| Participant deferral / active EE | $4,317 | $5,506-21.6% | $4,672-7.6% | $5,609-23.0% |
| Admin fee / account holder | $1,870 | $11,457-83.7% | $8,547-78.1% | $10,827-82.7% |