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 | $70,335 | $55,449+26.8% | $83,848-16.1% | $56,287+25.0% |
| Participation rate | 64.3% | 68.0%-3.7pp | 76.1%-11.8pp | 69.9%-5.5pp |
| Annual return | -7.84% | -1.38%-6.5pp | 850.88%-858.7pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,608 | $2,430-33.9% | $3,631-55.7% | $2,111-23.9% |
| Participant deferral / active EE | $4,581 | $2,935+56.1% | $4,082+12.2% | $3,350+36.8% |
| Admin fee / account holder | $7,604 | $656+1059.1% | $5,478+38.8% | $521+1359.6% |