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 | $108,721 | $163,101-33.3% | $136,749-20.5% | $142,382-23.6% |
| Participation rate | 68.2% | 78.2%-10.0pp | 72.1%-4.0pp | 80.1%-11.9pp |
| Annual return | -7.96% | 27.54%-35.5pp | 24.33%-32.3pp | 217.08%-225.0pp |
| Employer contribution / active EE | $1,763 | $4,117-57.2% | $3,400-48.1% | $4,299-59.0% |
| Participant deferral / active EE | $3,971 | $5,585-28.9% | $4,692-15.4% | $6,507-39.0% |
| Admin fee / account holder | $4,978 | $14,318-65.2% | $11,386-56.3% | $12,624-60.6% |