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 | $59,029 | $53,162+11.0% | $91,220-35.3% | $68,494-13.8% |
| Participation rate | 56.9% | 63.2%-6.3pp | 73.2%-16.3pp | 67.9%-11.0pp |
| Annual return | -22.59% | -3.14%-19.4pp | 114.01%-136.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,235 | $1,709-27.8% | $2,850-56.7% | $2,596-52.4% |
| Participant deferral / active EE | $4,268 | $2,974+43.5% | $4,234+0.8% | $4,027+6.0% |
| Admin fee / account holder | $4,199 | $4,493-6.6% | $5,420-22.5% | $5,403-22.3% |