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 | $84,296 | $100,754-16.3% | $86,677-2.7% | $134,475-37.3% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -28.75% | 29.04%-57.8pp | 35.91%-64.7pp | 417.96%-446.7pp |
| Employer contribution / active EE | $2,241 | $3,489-35.8% | $2,836-21.0% | $4,740-52.7% |
| Participant deferral / active EE | $6,200 | $5,338+16.2% | $4,656+33.2% | $6,400-3.1% |
| Admin fee / account holder | $598 | $10,926-94.5% | $7,493-92.0% | $11,426-94.8% |