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 | $48,376 | $165,912-70.8% | $122,332-60.5% | $147,584-67.2% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | -4.44% | 34.55%-39.0pp | 30.27%-34.7pp | 578.55%-583.0pp |
| Employer contribution / active EE | $1,478 | $5,754-74.3% | $4,050-63.5% | $4,876-69.7% |
| Participant deferral / active EE | $1,478 | $4,005-63.1% | $3,287-55.0% | $5,439-72.8% |
| Admin fee / account holder | $1,118 | $7,424-84.9% | $5,478-79.6% | $10,885-89.7% |