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 | $39,900 | $150,440-73.5% | $136,294-70.7% | $147,584-73.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | -2.66% | 1049.08%-1051.7pp | 5155.94%-5158.6pp | 578.55%-581.2pp |
| Employer contribution / active EE | $2,768 | $5,256-47.3% | $4,695-41.1% | $4,876-43.2% |
| Participant deferral / active EE | $11,529 | $6,630+73.9% | $6,247+84.5% | $5,439+112.0% |
| Admin fee / account holder | $20,410 | $10,905+87.2% | $9,243+120.8% | $10,885+87.5% |