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 | $69,630 | $142,344-51.1% | $119,609-41.8% | $134,475-48.2% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.3%-10.8pp | 81.2%-12.8pp |
| Annual return | -21.41% | -12.44%-9.0pp | -14.97%-6.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,316 | $5,222-55.6% | $4,232-45.3% | $4,740-51.1% |
| Participant deferral / active EE | $3,161 | $6,469-51.1% | $5,602-43.6% | $6,400-50.6% |
| Admin fee / account holder | $331 | $13,584-97.6% | $10,323-96.8% | $11,426-97.1% |