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 | $57,574 | $138,065-58.3% | $123,544-53.4% | $135,375-57.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.74% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $5,386 | $5,151+4.6% | $4,628+16.4% | $4,779+12.7% |
| Participant deferral / active EE | $3,205 | $6,799-52.9% | $6,426-50.1% | $5,609-42.9% |
| Admin fee / account holder | $4,300 | $10,916-60.6% | $9,284-53.7% | $10,827-60.3% |