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 | $53,320 | $99,032-46.2% | $80,019-33.4% | $135,375-60.6% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -9.95% | 15.39%-25.3pp | 11.22%-21.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,063 | $3,043-65.1% | $2,468-56.9% | $4,779-77.8% |
| Participant deferral / active EE | $3,528 | $4,282-17.6% | $3,686-4.3% | $5,609-37.1% |
| Admin fee / account holder | $1,036 | $10,436-90.1% | $6,521-84.1% | $10,827-90.4% |