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 | $35,394 | $232,540-84.8% | $185,117-80.9% | $147,584-76.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | -13.91% | 43.03%-56.9pp | 40.50%-54.4pp | 578.55%-592.5pp |
| Employer contribution / active EE | $2,177 | $5,195-58.1% | $4,182-47.9% | $4,876-55.4% |
| Participant deferral / active EE | $7,625 | $5,834+30.7% | $5,045+51.1% | $5,439+40.2% |
| Admin fee / account holder | $548 | $10,275-94.7% | $8,159-93.3% | $10,885-95.0% |