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 | $141,244 | $72,492+94.8% | $87,100+62.2% | $72,985+93.5% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.1pp |
| Annual return | -3.14% | 24.46%-27.6pp | 28.19%-31.3pp | 81.00%-84.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,967 | $3,270-39.8% | $4,049-51.4% | $3,607-45.5% |
| Admin fee / account holder | $5,237 | $5,055+3.6% | $7,497-30.1% | $5,124+2.2% |