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 | $83,931 | $165,335-49.2% | $149,696-43.9% | $158,922-47.2% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | -12.57% | 348.15%-360.7pp | 276.60%-289.2pp | 302.83%-315.4pp |
| Employer contribution / active EE | $1,626 | $5,103-68.1% | $4,644-65.0% | $4,761-65.8% |
| Participant deferral / active EE | $6,309 | $7,181-12.1% | $6,842-7.8% | $5,982+5.5% |
| Admin fee / account holder | $2,296 | $10,807-78.8% | $9,309-75.3% | $11,246-79.6% |