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 8-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 | $43,676 | $138,044-68.4% | $125,339-65.2% | $134,475-67.5% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -21.87% | 750.33%-772.2pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,834 | $5,243-65.0% | $4,814-61.9% | $4,740-61.3% |
| Participant deferral / active EE | $3,994 | $7,799-48.8% | $7,446-46.4% | $6,400-37.6% |
| Admin fee / account holder | $510 | $11,571-95.6% | $10,010-94.9% | $11,426-95.5% |