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 | $46,277 | $167,307-72.3% | $143,757-67.8% | $134,475-65.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -21.52% | 0.46%-22.0pp | -0.04%-21.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,287 | $5,619-59.3% | $4,951-53.8% | $4,740-51.7% |
| Participant deferral / active EE | $7,130 | $6,446+10.6% | $5,637+26.5% | $6,400+11.4% |
| Admin fee / account holder | $1,645 | $18,088-90.9% | $14,673-88.8% | $11,426-85.6% |