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 | $47,351 | $177,572-73.3% | $154,803-69.4% | $142,382-66.7% |
| Participation rate | 42.1% | 82.1%-40.0pp | 78.1%-36.0pp | 80.1%-38.0pp |
| Annual return | -10.66% | 65.07%-75.7pp | 58.88%-69.5pp | 217.08%-227.7pp |
| Employer contribution / active EE | $1,778 | $4,810-63.0% | $4,305-58.7% | $4,299-58.6% |
| Participant deferral / active EE | $2,134 | $6,272-66.0% | $5,540-61.5% | $6,507-67.2% |
| Admin fee / account holder | $6,545 | $16,786-61.0% | $14,329-54.3% | $12,624-48.1% |