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 | $57,793 | $107,791-46.4% | $90,645-36.2% | $135,375-57.3% |
| Participation rate | 63.6% | 78.0%-14.4pp | 74.0%-10.4pp | 82.6%-19.0pp |
| Annual return | -10.43% | -0.90%-9.5pp | 1.88%-12.3pp | 519.73%-530.2pp |
| Employer contribution / active EE | $767 | $3,018-74.6% | $2,532-69.7% | $4,779-83.9% |
| Participant deferral / active EE | $5,412 | $3,872+39.8% | $3,425+58.0% | $5,609-3.5% |
| Admin fee / account holder | $3,793 | $5,930-36.0% | $4,994-24.1% | $10,827-65.0% |