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 | $86,240 | $69,010+25.0% | $159,960-46.1% | $68,494+25.9% |
| Participation rate | 38.5% | 65.4%-26.9pp | 78.0%-39.5pp | 67.9%-29.4pp |
| Annual return | -22.58% | -9.65%-12.9pp | 408.60%-431.2pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,336 | $2,213-39.6% | $4,226-68.4% | $2,596-48.5% |
| Participant deferral / active EE | $3,064 | $4,212-27.3% | $6,182-50.4% | $4,027-23.9% |
| Admin fee / account holder | $1,940 | $4,798-59.6% | $8,698-77.7% | $5,403-64.1% |