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 | $63,488 | $73,933-14.1% | $96,683-34.3% | $75,163-15.5% |
| Participation rate | 29.6% | 66.4%-36.8pp | 74.3%-44.7pp | 67.2%-37.6pp |
| Annual return | -8.74% | 26.70%-35.4pp | 35.69%-44.4pp | 160.62%-169.4pp |
| Employer contribution / active EE | $1,355 | $2,928-53.7% | $3,737-63.8% | $2,670-49.3% |
| Participant deferral / active EE | $2,811 | $3,659-23.2% | $4,878-42.4% | $4,125-31.9% |
| Admin fee / account holder | $905 | $5,216-82.6% | $6,730-86.5% | $5,651-84.0% |