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 | $57,742 | $69,010-16.3% | $159,960-63.9% | $68,494-15.7% |
| Participation rate | 64.1% | 65.4%-1.3pp | 78.0%-13.9pp | 67.9%-3.8pp |
| Annual return | -21.36% | -9.65%-11.7pp | 408.60%-430.0pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,041 | $2,213-53.0% | $4,226-75.4% | $2,596-59.9% |
| Participant deferral / active EE | $4,724 | $4,212+12.2% | $6,182-23.6% | $4,027+17.3% |
| Admin fee / account holder | $2,372 | $4,798-50.6% | $8,698-72.7% | $5,403-56.1% |