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 | $28,499 | $57,354-50.3% | $83,848-66.0% | $64,186-55.6% |
| Participation rate | 60.7% | 68.6%-7.9pp | 76.1%-15.4pp | 69.6%-8.9pp |
| Annual return | -12.44% | 11.38%-23.8pp | 850.88%-863.3pp | 7.63%-20.1pp |
| Employer contribution / active EE | $1,740 | $2,545-31.6% | $3,631-52.1% | $2,381-26.9% |
| Participant deferral / active EE | $2,405 | $2,993-19.7% | $4,082-41.1% | $3,470-30.7% |
| Admin fee / account holder | $1,840 | $4,046-54.5% | $5,478-66.4% | $4,888-62.4% |