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 | $53,199 | $92,222-42.3% | $76,768-30.7% | $135,375-60.7% |
| Participation rate | 35.3% | 79.8%-44.5pp | 77.0%-41.7pp | 82.6%-47.3pp |
| Annual return | -10.79% | 5.46%-16.2pp | 2.43%-13.2pp | 519.73%-530.5pp |
| Employer contribution / active EE | $644 | $3,216-80.0% | $2,485-74.1% | $4,779-86.5% |
| Participant deferral / active EE | $2,419 | $4,509-46.4% | $3,852-37.2% | $5,609-56.9% |
| Admin fee / account holder | $1,683 | $10,748-84.3% | $6,675-74.8% | $10,827-84.5% |