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 | $14,839 | $87,540-83.0% | $75,781-80.4% | $125,391-88.2% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -4.84% | 13.48%-18.3pp | 9.68%-14.5pp | 282.22%-287.1pp |
| Employer contribution / active EE | $1,689 | $3,930-57.0% | $3,323-49.2% | $4,866-65.3% |
| Participant deferral / active EE | $4,750 | $4,229+12.3% | $3,651+30.1% | $5,352-11.2% |
| Admin fee / account holder | $1,047 | $6,502-83.9% | $5,299-80.2% | $9,540-89.0% |