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 | $24,297 | $69,518-65.0% | $59,878-59.4% | $135,375-82.1% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.7%-9.5pp | 82.6%-17.4pp |
| Annual return | -12.49% | 7.94%-20.4pp | 3.46%-16.0pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,556 | $3,235-21.0% | $2,722-6.1% | $4,779-46.5% |
| Participant deferral / active EE | $1,413 | $4,206-66.4% | $3,402-58.5% | $5,609-74.8% |
| Admin fee / account holder | $1,633 | $5,734-71.5% | $3,590-54.5% | $10,827-84.9% |