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 | $96,651 | $99,921-3.3% | $85,009+13.7% | $145,959-33.8% |
| Participation rate | 54.5% | 74.1%-19.5pp | 67.5%-13.0pp | 80.3%-25.7pp |
| Annual return | -12.52% | 83.89%-96.4pp | 66.47%-79.0pp | 561.95%-574.5pp |
| Employer contribution / active EE | $1,690 | $3,233-47.7% | $2,728-38.0% | $4,661-63.7% |
| Participant deferral / active EE | $4,518 | $5,293-14.6% | $4,522-0.1% | $6,689-32.5% |
| Admin fee / account holder | $1,685 | $7,252-76.8% | $6,153-72.6% | $13,398-87.4% |