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 | $86,515 | $102,604-15.7% | $86,188+0.4% | $139,434-38.0% |
| Participation rate | 52.4% | 74.5%-22.1pp | 69.0%-16.6pp | 80.3%-27.9pp |
| Annual return | 0.24% | 1922.51%-1922.3pp | 1168.45%-1168.2pp | 372.94%-372.7pp |
| Employer contribution / active EE | $1,868 | $3,032-38.4% | $2,380-21.5% | $4,751-60.7% |
| Participant deferral / active EE | $7,903 | $4,676+69.0% | $3,985+98.3% | $6,710+17.8% |
| Admin fee / account holder | $1,290 | $8,657-85.1% | $6,852-81.2% | $11,403-88.7% |