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 | $69,712 | $133,958-48.0% | $112,228-37.9% | $134,475-48.2% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -20.60% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,974 | $4,038-51.1% | $3,635-45.7% | $4,740-58.4% |
| Participant deferral / active EE | $5,624 | $5,291+6.3% | $4,728+18.9% | $6,400-12.1% |
| Admin fee / account holder | $349 | $7,489-95.3% | $6,410-94.6% | $11,426-96.9% |