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 | $27,080 | $100,852-73.1% | $90,404-70.0% | $158,922-83.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | -20.05% | 1724.20%-1744.3pp | 1293.02%-1313.1pp | 302.83%-322.9pp |
| Employer contribution / active EE | $603 | $3,689-83.7% | $3,262-81.5% | $4,761-87.3% |
| Participant deferral / active EE | $2,850 | $4,348-34.4% | $3,963-28.1% | $5,982-52.4% |
| Admin fee / account holder | $2,364 | $6,501-63.6% | $5,611-57.9% | $11,246-79.0% |