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 | $46,194 | $90,600-49.0% | $79,464-41.9% | $135,375-65.9% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -17.56% | 977.43%-995.0pp | 718.14%-735.7pp | 519.73%-537.3pp |
| Employer contribution / active EE | $1,724 | $3,068-43.8% | $2,800-38.4% | $4,779-63.9% |
| Participant deferral / active EE | $3,112 | $4,050-23.2% | $3,704-16.0% | $5,609-44.5% |
| Admin fee / account holder | $1,148 | $5,907-80.6% | $5,113-77.5% | $10,827-89.4% |