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 | $19,008 | $104,974-81.9% | $95,585-80.1% | $142,382-86.6% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.1%-7.8pp | 80.1%-15.8pp |
| Annual return | -6.97% | 210.33%-217.3pp | 38.56%-45.5pp | 217.08%-224.0pp |
| Employer contribution / active EE | $2,391 | $2,779-13.9% | $2,527-5.4% | $4,299-44.4% |
| Participant deferral / active EE | $5,518 | $4,352+26.8% | $4,023+37.2% | $6,507-15.2% |
| Admin fee / account holder | $2,621 | $6,386-59.0% | $6,127-57.2% | $12,624-79.2% |