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 | $124,641 | $81,900+52.2% | $119,609+4.2% | $68,494+82.0% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -23.85% | -23.82%0pp | -14.97%-8.9pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,061 | $2,693-60.6% | $4,232-74.9% | $2,596-59.1% |
| Participant deferral / active EE | $2,301 | $4,148-44.5% | $5,602-58.9% | $4,027-42.9% |
| Admin fee / account holder | $1,303 | $6,582-80.2% | $10,323-87.4% | $5,403-75.9% |