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 | $89,283 | $153,311-41.8% | $109,313-18.3% | $273,961-67.4% |
| Participation rate | 60.9% | 80.1%-19.2pp | 71.3%-10.4pp | 83.0%-22.1pp |
| Annual return | -2.61% | 29.86%-32.5pp | 22.07%-24.7pp | 41.45%-44.1pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,273 | $3,932+8.7% | $3,166+35.0% | $5,287-19.2% |
| Admin fee / account holder | $401 | $8,076-95.0% | $5,666-92.9% | $10,132-96.0% |