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 | $172,673 | $167,307+3.2% | $143,757+20.1% | $134,475+28.4% |
| Participation rate | 52.9% | 84.8%-31.9pp | 80.3%-27.4pp | 81.2%-28.3pp |
| Annual return | -22.70% | 0.46%-23.2pp | -0.04%-22.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,259 | $5,619-59.8% | $4,951-54.4% | $4,740-52.3% |
| Participant deferral / active EE | $5,541 | $6,446-14.0% | $5,637-1.7% | $6,400-13.4% |
| Admin fee / account holder | $1,260 | $18,088-93.0% | $14,673-91.4% | $11,426-89.0% |