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 | $54,570 | $104,475-47.8% | $159,436-65.8% | $79,386-31.3% |
| Participation rate | 54.4% | 76.6%-22.2pp | 82.8%-28.4pp | 70.7%-16.3pp |
| Annual return | -14.78% | 67.95%-82.7pp | 263.57%-278.3pp | 116.85%-131.6pp |
| Employer contribution / active EE | $2,083 | $3,417-39.0% | $4,829-56.9% | $2,427-14.2% |
| Participant deferral / active EE | $5,957 | $6,467-7.9% | $7,352-19.0% | $4,046+47.2% |
| Admin fee / account holder | $1,990 | $711+179.9% | $10,799-81.6% | $626+217.7% |