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 | $42,682 | $138,044-69.1% | $125,339-65.9% | $134,475-68.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -25.66% | 750.33%-776.0pp | 572.05%-597.7pp | 417.96%-443.6pp |
| Employer contribution / active EE | $1,438 | $5,243-72.6% | $4,814-70.1% | $4,740-69.7% |
| Participant deferral / active EE | $2,880 | $7,799-63.1% | $7,446-61.3% | $6,400-55.0% |
| Admin fee / account holder | $2,760 | $11,571-76.1% | $10,010-72.4% | $11,426-75.8% |