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 | $36,836 | $97,757-62.3% | $83,848-56.1% | $135,375-72.8% |
| Participation rate | 46.2% | 80.0%-33.8pp | 76.1%-30.0pp | 82.6%-36.5pp |
| Annual return | -12.66% | 1287.37%-1300.0pp | 850.88%-863.5pp | 519.73%-532.4pp |
| Employer contribution / active EE | $1,476 | $4,222-65.0% | $3,631-59.4% | $4,779-69.1% |
| Participant deferral / active EE | $3,101 | $4,682-33.8% | $4,082-24.0% | $5,609-44.7% |
| Admin fee / account holder | $1,164 | $6,674-82.6% | $5,478-78.8% | $10,827-89.3% |