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 | $24,381 | $138,065-82.3% | $123,544-80.3% | $135,375-82.0% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -10.79% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,208 | $5,151-57.1% | $4,628-52.3% | $4,779-53.8% |
| Participant deferral / active EE | $4,090 | $6,799-39.8% | $6,426-36.3% | $5,609-27.1% |
| Admin fee / account holder | $312 | $10,916-97.1% | $9,284-96.6% | $10,827-97.1% |