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 | $53,148 | $76,000-30.1% | $154,107-65.5% | $64,186-17.2% |
| Participation rate | 46.4% | 70.4%-24.0pp | 83.0%-36.6pp | 69.6%-23.1pp |
| Annual return | -9.92% | 30.32%-40.2pp | 735.12%-745.0pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,283 | $3,351-61.7% | $5,298-75.8% | $2,381-46.1% |
| Participant deferral / active EE | $3,560 | $3,175+12.1% | $5,081-29.9% | $3,470+2.6% |
| Admin fee / account holder | $742 | $5,596-86.7% | $13,411-94.5% | $4,888-84.8% |