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 | $46,422 | $180,449-74.3% | $154,107-69.9% | $135,375-65.7% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -9.71% | 888.09%-897.8pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $9,975 | $6,035+65.3% | $5,298+88.3% | $4,779+108.7% |
| Participant deferral / active EE | $8,750 | $5,806+50.7% | $5,081+72.2% | $5,609+56.0% |
| Admin fee / account holder | $837 | $16,143-94.8% | $13,411-93.8% | $10,827-92.3% |