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 | $55,462 | $60,124-7.8% | $90,404-38.7% | $79,858-30.5% |
| Participation rate | 52.6% | 65.0%-12.4pp | 72.7%-20.1pp | 69.6%-17.0pp |
| Annual return | -3.34% | 71.94%-75.3pp | 1293.02%-1296.4pp | 31.71%-35.1pp |
| Employer contribution / active EE | $1,057 | $2,068-48.9% | $3,262-67.6% | $2,471-57.2% |
| Participant deferral / active EE | $1,585 | $2,938-46.0% | $3,963-60.0% | $3,740-57.6% |
| Admin fee / account holder | $3,328 | $3,976-16.3% | $5,611-40.7% | $5,306-37.3% |