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 | $43,608 | $49,173-11.3% | $121,098-64.0% | $75,163-42.0% |
| Participation rate | 14.8% | 55.4%-40.6pp | 69.5%-54.7pp | 67.2%-52.4pp |
| Annual return | -5.51% | 55.99%-61.5pp | 985.75%-991.3pp | 160.62%-166.1pp |
| Employer contribution / active EE | $497 | $1,546-67.9% | $4,164-88.1% | $2,670-81.4% |
| Participant deferral / active EE | $1,005 | $2,628-61.7% | $4,080-75.4% | $4,125-75.6% |
| Admin fee / account holder | $10,299 | $3,942+161.3% | $5,644+82.5% | $5,651+82.3% |