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 | $66,581 | $168,632-60.5% | $147,614-54.9% | $125,391-46.9% |
| Participation rate | 61.5% | 88.8%-27.2pp | 84.6%-23.1pp | 83.2%-21.7pp |
| Annual return | -4.92% | 77.65%-82.6pp | 61.98%-66.9pp | 282.22%-287.1pp |
| Employer contribution / active EE | $1,512 | $6,252-75.8% | $5,564-72.8% | $4,866-68.9% |
| Participant deferral / active EE | $3,140 | $5,507-43.0% | $4,895-35.9% | $5,352-41.3% |
| Admin fee / account holder | $1,246 | $13,580-90.8% | $11,611-89.3% | $9,540-86.9% |