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 | $50,578 | $46,674+8.4% | $117,472-56.9% | $68,494-26.2% |
| Participation rate | 48.8% | 56.8%-7.9pp | 70.6%-21.7pp | 67.9%-19.1pp |
| Annual return | -22.37% | -14.52%-7.8pp | 29.74%-52.1pp | -7.84%-14.5pp |
| Employer contribution / active EE | $845 | $1,505-43.9% | $4,176-79.8% | $2,596-67.5% |
| Participant deferral / active EE | $2,797 | $2,636+6.1% | $4,070-31.3% | $4,027-30.5% |
| Admin fee / account holder | $572 | $4,020-85.8% | $5,645-89.9% | $5,403-89.4% |