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 | $128,202 | $138,044-7.1% | $125,339+2.3% | $134,475-4.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.76% | 750.33%-771.1pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,507 | $5,243-71.3% | $4,814-68.7% | $4,740-68.2% |
| Participant deferral / active EE | $4,521 | $7,799-42.0% | $7,446-39.3% | $6,400-29.4% |
| Admin fee / account holder | $6,284 | $11,571-45.7% | $10,010-37.2% | $11,426-45.0% |