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 | $58,379 | $77,813-25.0% | $123,544-52.7% | $64,186-9.0% |
| Participation rate | 29.6% | 74.7%-45.1pp | 82.3%-52.7pp | 69.6%-39.9pp |
| Annual return | -14.42% | 12.48%-26.9pp | 119.20%-133.6pp | 7.63%-22.1pp |
| Employer contribution / active EE | $1,245 | $3,014-58.7% | $4,628-73.1% | $2,381-47.7% |
| Participant deferral / active EE | $5,235 | $5,240-0.1% | $6,426-18.5% | $3,470+50.9% |
| Admin fee / account holder | $5,052 | $5,519-8.5% | $9,284-45.6% | $4,888+3.4% |