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 | $39,556 | $138,044-71.3% | $125,339-68.4% | $134,475-70.6% |
| Participation rate | 47.8% | 84.5%-36.7pp | 82.4%-34.5pp | 81.2%-33.4pp |
| Annual return | -26.70% | 750.33%-777.0pp | 572.05%-598.8pp | 417.96%-444.7pp |
| Employer contribution / active EE | $3,001 | $5,243-42.8% | $4,814-37.7% | $4,740-36.7% |
| Participant deferral / active EE | $5,858 | $7,799-24.9% | $7,446-21.3% | $6,400-8.5% |
| Admin fee / account holder | $1,614 | $11,571-86.1% | $10,010-83.9% | $11,426-85.9% |