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 | $36,326 | $82,664-56.1% | $125,339-71.0% | $68,494-47.0% |
| Participation rate | 51.6% | 75.0%-23.4pp | 82.4%-30.8pp | 67.9%-16.3pp |
| Annual return | -19.90% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,931 | $3,381-42.9% | $4,814-59.9% | $2,596-25.6% |
| Participant deferral / active EE | $4,331 | $6,110-29.1% | $7,446-41.8% | $4,027+7.5% |
| Admin fee / account holder | $3,604 | $6,275-42.6% | $10,010-64.0% | $5,403-33.3% |