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 | $37,126 | $92,703-60.0% | $82,719-55.1% | $134,475-72.4% |
| Participation rate | 35.3% | 75.2%-39.9pp | 72.6%-37.3pp | 81.2%-45.9pp |
| Annual return | -23.44% | 944.92%-968.4pp | 701.18%-724.6pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,121 | $3,274-65.7% | $3,009-62.7% | $4,740-76.3% |
| Participant deferral / active EE | $1,909 | $4,802-60.2% | $4,395-56.6% | $6,400-70.2% |
| Admin fee / account holder | $1,614 | $5,983-73.0% | $5,329-69.7% | $11,426-85.9% |