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 | $45,479 | $133,958-66.0% | $112,228-59.5% | $134,475-66.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -21.14% | 47.11%-68.3pp | 27.45%-48.6pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,311 | $4,038-42.8% | $3,635-36.4% | $4,740-51.2% |
| Participant deferral / active EE | $5,487 | $5,291+3.7% | $4,728+16.1% | $6,400-14.3% |
| Admin fee / account holder | $508 | $7,489-93.2% | $6,410-92.1% | $11,426-95.6% |