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 | $42,392 | $84,695-49.9% | $73,843-42.6% | $125,391-66.2% |
| Participation rate | 63.6% | 76.8%-13.1pp | 73.4%-9.8pp | 83.2%-19.6pp |
| Annual return | -3.89% | 3123.53%-3127.4pp | 2267.84%-2271.7pp | 282.22%-286.1pp |
| Employer contribution / active EE | $1,223 | $3,123-60.8% | $2,787-56.1% | $4,866-74.9% |
| Participant deferral / active EE | $4,817 | $3,992+20.7% | $3,583+34.4% | $5,352-10.0% |
| Admin fee / account holder | $746 | $5,691-86.9% | $4,880-84.7% | $9,540-92.2% |