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 | $70,865 | $176,662-59.9% | $130,648-45.8% | $152,861-53.6% |
| Participation rate | 26.3% | 79.0%-52.6pp | 71.7%-45.4pp | 82.4%-56.1pp |
| Annual return | -19.41% | 2692.24%-2711.7pp | 1708.96%-1728.4pp | 345.32%-364.7pp |
| Employer contribution / active EE | $177 | $5,742-96.9% | $4,092-95.7% | $4,762-96.3% |
| Participant deferral / active EE | $919 | $4,361-78.9% | $3,603-74.5% | $5,850-84.3% |
| Admin fee / account holder | $7,175 | $7,133+0.6% | $5,464+31.3% | $11,596-38.1% |