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 5-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 | $91,798 | $154,117-40.4% | $129,995-29.4% | $139,434-34.2% |
| Participation rate | 52.9% | 82.0%-29.0pp | 78.5%-25.5pp | 80.3%-27.4pp |
| Annual return | 9.08% | 32.48%-23.4pp | -137.18%+146.3pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,424 | $5,289-73.1% | $4,320-67.0% | $4,751-70.0% |
| Participant deferral / active EE | $3,207 | $6,710-52.2% | $5,820-44.9% | $6,710-52.2% |
| Admin fee / account holder | $88,611 | $14,007+532.6% | $10,614+734.8% | $11,403+677.1% |