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 5-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 | $23,426 | $82,286-71.5% | $68,791-65.9% | $134,475-82.6% |
| Participation rate | 59.1% | 75.1%-16.0pp | 69.0%-9.9pp | 81.2%-22.1pp |
| Annual return | -28.70% | -2.19%-26.5pp | -6.38%-22.3pp | 417.96%-446.7pp |
| Employer contribution / active EE | $2,003 | $3,301-39.3% | $2,655-24.6% | $4,740-57.7% |
| Participant deferral / active EE | $6,521 | $4,739+37.6% | $3,941+65.5% | $6,400+1.9% |
| Admin fee / account holder | $1,553 | $6,481-76.0% | $4,932-68.5% | $11,426-86.4% |