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 | $65,632 | $90,503-27.5% | $78,689-16.6% | $273,961-76.0% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | -3.68% | 75.60%-79.3pp | 62.18%-65.9pp | 41.45%-45.1pp |
| Employer contribution / active EE | $1,750 | $3,176-44.9% | $2,851-38.6% | $4,869-64.1% |
| Participant deferral / active EE | $3,224 | $3,901-17.4% | $3,517-8.3% | $5,287-39.0% |
| Admin fee / account holder | $500 | $5,263-90.5% | $4,510-88.9% | $10,132-95.1% |