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 | $129,587 | $147,167-11.9% | $111,392+16.3% | $135,375-4.3% |
| Participation rate | 52.2% | 84.0%-31.9pp | 78.9%-26.7pp | 82.6%-30.5pp |
| Annual return | -8.57% | -4.44%-4.1pp | -2.06%-6.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,356 | $5,204-73.9% | $4,328-68.7% | $4,779-71.6% |
| Participant deferral / active EE | $3,737 | $6,565-43.1% | $5,567-32.9% | $5,609-33.4% |
| Admin fee / account holder | $1,926 | $20,270-90.5% | $12,266-84.3% | $10,827-82.2% |