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 | $48,328 | $76,000-36.4% | $154,107-68.6% | $64,186-24.7% |
| Participation rate | 64.9% | 70.4%-5.6pp | 83.0%-18.2pp | 69.6%-4.7pp |
| Annual return | -9.65% | 30.32%-40.0pp | 735.12%-744.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,023 | $3,351-39.6% | $5,298-61.8% | $2,381-15.0% |
| Participant deferral / active EE | $4,104 | $3,175+29.3% | $5,081-19.2% | $3,470+18.3% |
| Admin fee / account holder | $1,504 | $5,596-73.1% | $13,411-88.8% | $4,888-69.2% |