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 | $39,940 | $167,307-76.1% | $143,757-72.2% | $134,475-70.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -23.75% | 0.46%-24.2pp | -0.04%-23.7pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,964 | $5,619-65.0% | $4,951-60.3% | $4,740-58.6% |
| Participant deferral / active EE | $2,959 | $6,446-54.1% | $5,637-47.5% | $6,400-53.8% |
| Admin fee / account holder | $448 | $18,088-97.5% | $14,673-96.9% | $11,426-96.1% |