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 | $56,664 | $96,635-41.4% | $86,612-34.6% | $139,434-59.4% |
| Participation rate | 68.4% | 74.4%-6.0pp | 71.7%-3.3pp | 80.3%-11.9pp |
| Annual return | -6.21% | 106.41%-112.6pp | 591.07%-597.3pp | 372.94%-379.2pp |
| Employer contribution / active EE | $1,838 | $3,263-43.7% | $3,022-39.2% | $4,751-61.3% |
| Participant deferral / active EE | $3,446 | $4,836-28.7% | $4,438-22.3% | $6,710-48.6% |
| Admin fee / account holder | $2,029 | $6,408-68.3% | $5,614-63.9% | $11,403-82.2% |