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 | $42,109 | $77,813-45.9% | $123,544-65.9% | $64,186-34.4% |
| Participation rate | 56.0% | 74.7%-18.7pp | 82.3%-26.3pp | 69.6%-13.6pp |
| Annual return | -8.67% | 12.48%-21.2pp | 119.20%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,124 | $3,014-29.5% | $4,628-54.1% | $2,381-10.8% |
| Participant deferral / active EE | $4,401 | $5,240-16.0% | $6,426-31.5% | $3,470+26.9% |
| Admin fee / account holder | $726 | $5,519-86.8% | $9,284-92.2% | $4,888-85.1% |