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 | $38,737 | $88,594-56.3% | $70,092-44.7% | $134,475-71.2% |
| Participation rate | 35.0% | 74.9%-39.9pp | 70.5%-35.5pp | 81.2%-46.2pp |
| Annual return | -51.28% | 442.67%-493.9pp | 190.73%-242.0pp | 417.96%-469.2pp |
| Employer contribution / active EE | $2,759 | $3,233-14.7% | $2,559+7.8% | $4,740-41.8% |
| Participant deferral / active EE | $5,874 | $4,772+23.1% | $3,849+52.6% | $6,400-8.2% |
| Admin fee / account holder | $321 | $10,441-96.9% | $6,267-94.9% | $11,426-97.2% |