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 | $24,154 | $57,354-57.9% | $83,848-71.2% | $64,186-62.4% |
| Participation rate | 56.0% | 68.6%-12.6pp | 76.1%-20.1pp | 69.6%-13.6pp |
| Annual return | -9.32% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,321 | $2,545-48.1% | $3,631-63.6% | $2,381-44.5% |
| Participant deferral / active EE | $1,915 | $2,993-36.0% | $4,082-53.1% | $3,470-44.8% |
| Admin fee / account holder | $600 | $4,046-85.2% | $5,478-89.0% | $4,888-87.7% |