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 | $83,966 | $82,630+1.6% | $64,105+31.0% | $125,391-33.0% |
| Participation rate | 53.3% | 75.9%-22.5pp | 68.2%-14.8pp | 83.2%-29.9pp |
| Annual return | -10.14% | 1489.72%-1499.9pp | 791.24%-801.4pp | 282.22%-292.4pp |
| Employer contribution / active EE | $581 | $2,671-78.3% | $1,820-68.1% | $4,866-88.1% |
| Participant deferral / active EE | $1,978 | $3,608-45.2% | $2,822-29.9% | $5,352-63.0% |
| Admin fee / account holder | $1,908 | $6,382-70.1% | $4,499-57.6% | $9,540-80.0% |