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 | $30,708 | $91,538-66.5% | $129,995-76.4% | $75,163-59.1% |
| Participation rate | 68.5% | 71.4%-3.0pp | 78.5%-10.0pp | 67.2%+1.3pp |
| Annual return | 5.12% | -631.11%+636.2pp | -137.18%+142.3pp | 160.62%-155.5pp |
| Employer contribution / active EE | $2,506 | $2,845-11.9% | $4,320-42.0% | $2,670-6.1% |
| Participant deferral / active EE | $5,490 | $4,341+26.5% | $5,820-5.7% | $4,125+33.1% |
| Admin fee / account holder | $3,272 | $6,790-51.8% | $10,614-69.2% | $5,651-42.1% |