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 | $64,203 | $110,502-41.9% | $80,716-20.5% | $167,490-61.7% |
| Participation rate | 38.5% | 64.0%-25.5pp | 54.2%-15.7pp | 82.1%-43.6pp |
| Annual return | -0.39% | 120.54%-120.9pp | 87.28%-87.7pp | 478.56%-479.0pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,118 | $2,871-26.2% | $2,146-1.3% | $6,341-66.6% |
| Admin fee / account holder | $1,752 | $4,545-61.5% | $3,380-48.2% | $12,309-85.8% |