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 | $130,828 | $149,734-12.6% | $118,925+10.0% | $158,922-17.7% |
| Participation rate | 42.9% | 82.1%-39.2pp | 75.4%-32.5pp | 82.0%-39.1pp |
| Annual return | -4.44% | 19.95%-24.4pp | 35.88%-40.3pp | 302.83%-307.3pp |
| Employer contribution / active EE | $1,685 | $4,115-59.1% | $3,263-48.4% | $4,761-64.6% |
| Participant deferral / active EE | $4,539 | $5,223-13.1% | $4,265+6.4% | $5,982-24.1% |
| Admin fee / account holder | $7,530 | $8,603-12.5% | $6,581+14.4% | $11,246-33.0% |