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 | $37,122 | $158,817-76.6% | $121,196-69.4% | $135,375-72.6% |
| Participation rate | 38.9% | 79.3%-40.4pp | 71.7%-32.9pp | 82.6%-43.8pp |
| Annual return | -15.20% | -0.64%-14.6pp | 16.93%-32.1pp | 519.73%-534.9pp |
| Employer contribution / active EE | $2,323 | $5,665-59.0% | $4,022-42.2% | $4,779-51.4% |
| Participant deferral / active EE | $3,743 | $4,005-6.5% | $3,344+11.9% | $5,609-33.3% |
| Admin fee / account holder | $2,584 | $6,512-60.3% | $5,019-48.5% | $10,827-76.1% |