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 | $32,363 | $96,635-66.5% | $86,612-62.6% | $139,434-76.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | -2.08% | 106.41%-108.5pp | 591.07%-593.2pp | 372.94%-375.0pp |
| Employer contribution / active EE | $1,742 | $3,263-46.6% | $3,022-42.4% | $4,751-63.3% |
| Participant deferral / active EE | $1,508 | $4,836-68.8% | $4,438-66.0% | $6,710-77.5% |
| Admin fee / account holder | $899 | $6,408-86.0% | $5,614-84.0% | $11,403-92.1% |