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 | $72,055 | $133,958-46.2% | $112,228-35.8% | $134,475-46.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -26.07% | 47.11%-73.2pp | 27.45%-53.5pp | 417.96%-444.0pp |
| Employer contribution / active EE | $1,303 | $4,038-67.7% | $3,635-64.2% | $4,740-72.5% |
| Participant deferral / active EE | $4,906 | $5,291-7.3% | $4,728+3.8% | $6,400-23.3% |
| Admin fee / account holder | $458 | $7,489-93.9% | $6,410-92.9% | $11,426-96.0% |