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 | $30,315 | $129,942-76.7% | $104,294-70.9% | $134,475-77.5% |
| Participation rate | 41.7% | 79.5%-37.9pp | 73.3%-31.6pp | 81.2%-39.6pp |
| Annual return | -21.59% | 42.03%-63.6pp | 24.61%-46.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,034 | $4,184-75.3% | $3,372-69.3% | $4,740-78.2% |
| Participant deferral / active EE | $2,642 | $5,588-52.7% | $4,625-42.9% | $6,400-58.7% |
| Admin fee / account holder | $1,107 | $9,323-88.1% | $7,339-84.9% | $11,426-90.3% |