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 | $69,006 | $168,632-59.1% | $147,614-53.3% | $125,391-45.0% |
| Participation rate | 68.4% | 88.8%-20.3pp | 84.6%-16.2pp | 83.2%-14.8pp |
| Annual return | -4.68% | 77.65%-82.3pp | 61.98%-66.7pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,952 | $6,252-68.8% | $5,564-64.9% | $4,866-59.9% |
| Participant deferral / active EE | $3,511 | $5,507-36.2% | $4,895-28.3% | $5,352-34.4% |
| Admin fee / account holder | $402 | $13,580-97.0% | $11,611-96.5% | $9,540-95.8% |