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 | $125,168 | $82,286+52.1% | $68,791+82.0% | $134,475-6.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | -27.50% | -2.19%-25.3pp | -6.38%-21.1pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,002 | $3,301-69.6% | $2,655-62.3% | $4,740-78.9% |
| Participant deferral / active EE | $8,131 | $4,739+71.6% | $3,941+106.3% | $6,400+27.0% |
| Admin fee / account holder | $1,050 | $6,481-83.8% | $4,932-78.7% | $11,426-90.8% |