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 | $48,668 | $92,703-47.5% | $82,719-41.2% | $134,475-63.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -29.28% | 944.92%-974.2pp | 701.18%-730.5pp | 417.96%-447.2pp |
| Employer contribution / active EE | $1,263 | $3,274-61.4% | $3,009-58.0% | $4,740-73.3% |
| Participant deferral / active EE | $6,819 | $4,802+42.0% | $4,395+55.2% | $6,400+6.6% |
| Admin fee / account holder | $493 | $5,983-91.8% | $5,329-90.7% | $11,426-95.7% |