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 | $76,411 | $76,000+0.5% | $154,107-50.4% | $64,186+19.0% |
| Participation rate | 60.4% | 70.4%-10.0pp | 83.0%-22.6pp | 69.6%-9.2pp |
| Annual return | -24.31% | 30.32%-54.6pp | 735.12%-759.4pp | 7.63%-31.9pp |
| Employer contribution / active EE | $1,848 | $3,351-44.8% | $5,298-65.1% | $2,381-22.4% |
| Participant deferral / active EE | $3,393 | $3,175+6.9% | $5,081-33.2% | $3,470-2.2% |
| Admin fee / account holder | $780 | $5,596-86.1% | $13,411-94.2% | $4,888-84.0% |