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 | $69,236 | $85,202-18.7% | $172,739-59.9% | $72,985-5.1% |
| Participation rate | 50.9% | 70.1%-19.2pp | 82.6%-31.8pp | 69.5%-18.6pp |
| Annual return | -43.52% | 27.32%-70.8pp | 802.84%-846.4pp | 81.00%-124.5pp |
| Employer contribution / active EE | $1,363 | $3,324-59.0% | $5,143-73.5% | $2,440-44.1% |
| Participant deferral / active EE | $3,889 | $3,260+19.3% | $5,198-25.2% | $3,607+7.8% |
| Admin fee / account holder | $1,813 | $5,884-69.2% | $13,954-87.0% | $5,124-64.6% |