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 | $87,039 | $88,594-1.8% | $70,092+24.2% | $134,475-35.3% |
| Participation rate | 56.3% | 74.9%-18.7pp | 70.5%-14.2pp | 81.2%-25.0pp |
| Annual return | -23.01% | 442.67%-465.7pp | 190.73%-213.7pp | 417.96%-441.0pp |
| Employer contribution / active EE | $602 | $3,233-81.4% | $2,559-76.5% | $4,740-87.3% |
| Participant deferral / active EE | $2,213 | $4,772-53.6% | $3,849-42.5% | $6,400-65.4% |
| Admin fee / account holder | $4,562 | $10,441-56.3% | $6,267-27.2% | $11,426-60.1% |