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 | $58,909 | $81,208-27.5% | $98,907-40.4% | $79,858-26.2% |
| Participation rate | 63.3% | 72.5%-9.2pp | 76.0%-12.7pp | 69.6%-6.3pp |
| Annual return | -8.68% | 60.99%-69.7pp | 196.43%-205.1pp | 31.71%-40.4pp |
| Employer contribution / active EE | $740 | $1,960-62.3% | $2,689-72.5% | $2,471-70.1% |
| Participant deferral / active EE | $2,823 | $3,265-13.5% | $4,244-33.5% | $3,740-24.5% |
| Admin fee / account holder | $9,813 | $6,013+63.2% | $6,642+47.8% | $5,306+84.9% |