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 | $56,340 | $61,605-8.5% | $112,229-49.8% | $75,163-25.0% |
| Participation rate | 55.6% | 61.7%-6.1pp | 72.4%-16.9pp | 67.2%-11.6pp |
| Annual return | -6.80% | 28.47%-35.3pp | 30.20%-37.0pp | 160.62%-167.4pp |
| Employer contribution / active EE | $849 | $2,015-57.9% | $3,430-75.2% | $2,670-68.2% |
| Participant deferral / active EE | $1,758 | $3,108-43.5% | $4,798-63.4% | $4,125-57.4% |
| Admin fee / account holder | $5,167 | $4,862+6.3% | $7,748-33.3% | $5,651-8.6% |