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 | $78,651 | $152,509-48.4% | $117,472-33.0% | $134,475-41.5% |
| Participation rate | 43.8% | 77.1%-33.3pp | 70.6%-26.8pp | 81.2%-37.5pp |
| Annual return | -23.70% | 52.99%-76.7pp | 29.74%-53.4pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,441 | $5,571-74.1% | $4,176-65.5% | $4,740-69.6% |
| Participant deferral / active EE | $4,516 | $4,818-6.3% | $4,070+10.9% | $6,400-29.4% |
| Admin fee / account holder | $348 | $7,004-95.0% | $5,645-93.8% | $11,426-97.0% |