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 | $56,199 | $138,065-59.3% | $123,544-54.5% | $135,375-58.5% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -11.34% | 153.68%-165.0pp | 119.20%-130.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $2,225 | $5,151-56.8% | $4,628-51.9% | $4,779-53.4% |
| Participant deferral / active EE | $6,728 | $6,799-1.0% | $6,426+4.7% | $5,609+20.0% |
| Admin fee / account holder | $650 | $10,916-94.0% | $9,284-93.0% | $10,827-94.0% |