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 | $65,061 | $100,923-35.5% | $150,045-56.6% | $74,304-12.4% |
| Participation rate | 37.6% | 70.1%-32.5pp | 82.3%-44.7pp | 60.3%-22.7pp |
| Annual return | -1.84% | 51.77%-53.6pp | 62.55%-64.4pp | 29.43%-31.3pp |
| Employer contribution / active EE | $1,487 | $3,463-57.1% | $4,693-68.3% | $2,241-33.7% |
| Participant deferral / active EE | $3,136 | $6,709-53.3% | $7,997-60.8% | $3,767-16.8% |
| Admin fee / account holder | $32,927 | $2,767+1090.0% | $13,435+145.1% | $2,969+1009.1% |