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 | $78,351 | $168,632-53.5% | $147,614-46.9% | $125,391-37.5% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -11.81% | 77.65%-89.5pp | 61.98%-73.8pp | 282.22%-294.0pp |
| Employer contribution / active EE | $2,178 | $6,252-65.2% | $5,564-60.9% | $4,866-55.2% |
| Participant deferral / active EE | $6,411 | $5,507+16.4% | $4,895+31.0% | $5,352+19.8% |
| Admin fee / account holder | $2,715 | $13,580-80.0% | $11,611-76.6% | $9,540-71.5% |