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 | $55,557 | $78,422-29.2% | $95,952-42.1% | $79,858-30.4% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | -3.98% | 19.37%-23.4pp | 91.61%-95.6pp | 31.71%-35.7pp |
| Employer contribution / active EE | $1,040 | $1,945-46.5% | $2,541-59.1% | $2,471-57.9% |
| Participant deferral / active EE | $1,847 | $3,440-46.3% | $4,167-55.7% | $3,740-50.6% |
| Admin fee / account holder | $17,899 | $5,622+218.4% | $6,795+163.4% | $5,306+237.3% |