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 | $76,480 | $111,754-31.6% | $103,333-26.0% | $145,922-47.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | -21.44% | 24.77%-46.2pp | 24.88%-46.3pp | 561.29%-582.7pp |
| Employer contribution / active EE | $3,840 | $4,212-8.8% | $3,868-0.7% | $4,660-17.6% |
| Participant deferral / active EE | $4,746 | $5,619-15.5% | $5,057-6.2% | $6,688-29.0% |
| Admin fee / account holder | $1,919 | $9,750-80.3% | $8,355-77.0% | $13,397-85.7% |