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 | $29,613 | $97,757-69.7% | $83,848-64.7% | $135,375-78.1% |
| Participation rate | 47.8% | 80.0%-32.1pp | 76.1%-28.3pp | 82.6%-34.8pp |
| Annual return | -10.47% | 1287.37%-1297.8pp | 850.88%-861.3pp | 519.73%-530.2pp |
| Employer contribution / active EE | $827 | $4,222-80.4% | $3,631-77.2% | $4,779-82.7% |
| Participant deferral / active EE | $2,246 | $4,682-52.0% | $4,082-45.0% | $5,609-60.0% |
| Admin fee / account holder | $326 | $6,674-95.1% | $5,478-94.0% | $10,827-97.0% |