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 | $45,313 | $93,024-51.3% | $77,024-41.2% | $134,475-66.3% |
| Participation rate | 61.5% | 74.5%-12.9pp | 67.9%-6.4pp | 81.2%-19.7pp |
| Annual return | -25.86% | 62.60%-88.5pp | 42.32%-68.2pp | 417.96%-443.8pp |
| Employer contribution / active EE | $1,682 | $3,418-50.8% | $2,812-40.2% | $4,740-64.5% |
| Participant deferral / active EE | $1,706 | $5,238-67.4% | $4,426-61.5% | $6,400-73.3% |
| Admin fee / account holder | $1,701 | $6,944-75.5% | $5,425-68.6% | $11,426-85.1% |