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 | $47,545 | $82,664-42.5% | $125,339-62.1% | $68,494-30.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -19.49% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,509 | $3,381-25.8% | $4,814-47.9% | $2,596-3.4% |
| Participant deferral / active EE | $3,101 | $6,110-49.2% | $7,446-58.4% | $4,027-23.0% |
| Admin fee / account holder | $994 | $6,275-84.2% | $10,010-90.1% | $5,403-81.6% |