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 | $126,702 | $167,307-24.3% | $143,757-11.9% | $134,475-5.8% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -37.16% | 0.46%-37.6pp | -0.04%-37.1pp | 417.96%-455.1pp |
| Employer contribution / active EE | $2,148 | $5,619-61.8% | $4,951-56.6% | $4,740-54.7% |
| Participant deferral / active EE | $10,431 | $6,446+61.8% | $5,637+85.1% | $6,400+63.0% |
| Admin fee / account holder | $730 | $18,088-96.0% | $14,673-95.0% | $11,426-93.6% |