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 | $63,745 | $100,923-36.8% | $150,045-57.5% | $74,304-14.2% |
| Participation rate | 49.1% | 70.1%-20.9pp | 82.3%-33.2pp | 60.3%-11.2pp |
| Annual return | -8.82% | 51.77%-60.6pp | 62.55%-71.4pp | 29.43%-38.3pp |
| Employer contribution / active EE | $1,077 | $3,463-68.9% | $4,693-77.0% | $2,241-51.9% |
| Participant deferral / active EE | $2,554 | $6,709-61.9% | $7,997-68.1% | $3,767-32.2% |
| Admin fee / account holder | $10,827 | $2,767+291.3% | $13,435-19.4% | $2,969+264.7% |