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 | $84,971 | $167,307-49.2% | $143,757-40.9% | $134,475-36.8% |
| Participation rate | 45.0% | 84.8%-39.8pp | 80.3%-35.3pp | 81.2%-36.2pp |
| Annual return | -21.18% | 0.46%-21.6pp | -0.04%-21.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,392 | $5,619-75.2% | $4,951-71.9% | $4,740-70.6% |
| Participant deferral / active EE | $5,444 | $6,446-15.5% | $5,637-3.4% | $6,400-14.9% |
| Admin fee / account holder | $1,923 | $18,088-89.4% | $14,673-86.9% | $11,426-83.2% |