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 | $41,255 | $152,509-72.9% | $117,472-64.9% | $134,475-69.3% |
| Participation rate | 42.9% | 77.1%-34.2pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -20.73% | 52.99%-73.7pp | 29.74%-50.5pp | 417.96%-438.7pp |
| Employer contribution / active EE | $848 | $5,571-84.8% | $4,176-79.7% | $4,740-82.1% |
| Participant deferral / active EE | $2,668 | $4,818-44.6% | $4,070-34.5% | $6,400-58.3% |
| Admin fee / account holder | $5,982 | $7,004-14.6% | $5,645+6.0% | $11,426-47.6% |