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 | $58,365 | $138,044-57.7% | $125,339-53.4% | $134,475-56.6% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-13.9pp | 81.2%-12.8pp |
| Annual return | -25.00% | 750.33%-775.3pp | 572.05%-597.1pp | 417.96%-443.0pp |
| Employer contribution / active EE | $1,263 | $5,243-75.9% | $4,814-73.8% | $4,740-73.3% |
| Participant deferral / active EE | $11,112 | $7,799+42.5% | $7,446+49.2% | $6,400+73.6% |
| Admin fee / account holder | $5,494 | $11,571-52.5% | $10,010-45.1% | $11,426-51.9% |