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 | $40,134 | $211,958-81.1% | $169,463-76.3% | $135,375-70.4% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -9.73% | 3.26%-13.0pp | 1.83%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,768 | $5,120-65.5% | $4,159-57.5% | $4,779-63.0% |
| Participant deferral / active EE | $6,536 | $6,075+7.6% | $5,277+23.9% | $5,609+16.5% |
| Admin fee / account holder | $2,650 | $11,471-76.9% | $9,109-70.9% | $10,827-75.5% |