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 | $52,484 | $77,813-32.6% | $123,544-57.5% | $64,186-18.2% |
| Participation rate | 67.9% | 74.7%-6.8pp | 82.3%-14.3pp | 69.6%-1.6pp |
| Annual return | -12.61% | 12.48%-25.1pp | 119.20%-131.8pp | 7.63%-20.2pp |
| Employer contribution / active EE | $1,661 | $3,014-44.9% | $4,628-64.1% | $2,381-30.2% |
| Participant deferral / active EE | $3,072 | $5,240-41.4% | $6,426-52.2% | $3,470-11.4% |
| Admin fee / account holder | $2,426 | $5,519-56.0% | $9,284-73.9% | $4,888-50.4% |