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 | $59,002 | $76,367-22.7% | $93,606-37.0% | $72,985-19.2% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | -58.78% | 25.82%-84.6pp | 32.76%-91.5pp | 81.00%-139.8pp |
| Employer contribution / active EE | $2,834 | $2,275+24.6% | $2,718+4.3% | $2,440+16.2% |
| Participant deferral / active EE | $6,307 | $3,538+78.3% | $4,069+55.0% | $3,607+74.8% |
| Admin fee / account holder | $2,132 | $6,838-68.8% | $7,888-73.0% | $5,124-58.4% |