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 | $49,543 | $57,354-13.6% | $83,848-40.9% | $64,186-22.8% |
| Participation rate | 55.6% | 68.6%-13.1pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | -10.02% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.7pp |
| Employer contribution / active EE | $3,504 | $2,545+37.7% | $3,631-3.5% | $2,381+47.2% |
| Participant deferral / active EE | $5,651 | $2,993+88.8% | $4,082+38.5% | $3,470+62.9% |
| Admin fee / account holder | $1,096 | $4,046-72.9% | $5,478-80.0% | $4,888-77.6% |