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 | $60,425 | $57,354+5.4% | $83,848-27.9% | $64,186-5.9% |
| Participation rate | 53.8% | 68.6%-14.8pp | 76.1%-22.3pp | 69.6%-15.7pp |
| Annual return | -9.13% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,617 | $2,545+2.8% | $3,631-27.9% | $2,381+9.9% |
| Participant deferral / active EE | $4,430 | $2,993+48.0% | $4,082+8.5% | $3,470+27.7% |
| Admin fee / account holder | $5,294 | $4,046+30.9% | $5,478-3.4% | $4,888+8.3% |