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 | $35,638 | $93,571-61.9% | $135,903-73.8% | $75,163-52.6% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | -6.62% | 30.90%-37.5pp | 68.23%-74.9pp | 160.62%-167.2pp |
| Employer contribution / active EE | $2,037 | $3,537-42.4% | $4,856-58.1% | $2,670-23.7% |
| Participant deferral / active EE | $3,919 | $6,404-38.8% | $7,758-49.5% | $4,125-5.0% |
| Admin fee / account holder | $2,049 | $6,975-70.6% | $10,762-81.0% | $5,651-63.7% |