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 | $37,154 | $127,386-70.8% | $115,037-67.7% | $125,391-70.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -7.02% | 31.28%-38.3pp | 26.14%-33.2pp | 282.22%-289.2pp |
| Employer contribution / active EE | $14,005 | $5,166+171.1% | $4,608+203.9% | $4,866+187.8% |
| Participant deferral / active EE | $7,667 | $6,423+19.4% | $6,026+27.2% | $5,352+43.3% |
| Admin fee / account holder | $532 | $9,516-94.4% | $8,175-93.5% | $9,540-94.4% |