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 | $66,313 | $42,894+54.6% | $60,874+8.9% | $68,494-3.2% |
| Participation rate | 43.2% | 66.8%-23.5pp | 73.1%-29.9pp | 67.9%-24.6pp |
| Annual return | -21.72% | -13.98%-7.7pp | 16.90%-38.6pp | -7.84%-13.9pp |
| Employer contribution / active EE | $987 | $1,978-50.1% | $2,701-63.5% | $2,596-62.0% |
| Participant deferral / active EE | $2,789 | $2,867-2.7% | $3,817-26.9% | $4,027-30.7% |
| Admin fee / account holder | $7,203 | $3,101+132.3% | $3,224+123.4% | $5,403+33.3% |