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 | $131,070 | $138,044-5.1% | $125,339+4.6% | $134,475-2.5% |
| Participation rate | 45.8% | 84.5%-38.7pp | 82.4%-36.5pp | 81.2%-35.4pp |
| Annual return | -23.94% | 750.33%-774.3pp | 572.05%-596.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,678 | $7,799-65.7% | $7,446-64.0% | $6,400-58.2% |
| Admin fee / account holder | $7,902 | $11,571-31.7% | $10,010-21.1% | $11,426-30.8% |