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 | $50,702 | $138,065-63.3% | $123,544-59.0% | $135,375-62.5% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -10.46% | 153.68%-164.1pp | 119.20%-129.7pp | 519.73%-530.2pp |
| Employer contribution / active EE | $3,914 | $5,151-24.0% | $4,628-15.4% | $4,779-18.1% |
| Participant deferral / active EE | $5,315 | $6,799-21.8% | $6,426-17.3% | $5,609-5.2% |
| Admin fee / account holder | $451 | $10,916-95.9% | $9,284-95.1% | $10,827-95.8% |