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 | $50,252 | $138,044-63.6% | $125,339-59.9% | $134,475-62.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.11% | 750.33%-771.4pp | 572.05%-593.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,847 | $5,243-64.8% | $4,814-61.6% | $4,740-61.0% |
| Participant deferral / active EE | $6,008 | $7,799-23.0% | $7,446-19.3% | $6,400-6.1% |
| Admin fee / account holder | $2,220 | $11,571-80.8% | $10,010-77.8% | $11,426-80.6% |