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 | $44,938 | $91,538-50.9% | $129,995-65.4% | $75,163-40.2% |
| Participation rate | 48.4% | 71.4%-23.1pp | 78.5%-30.1pp | 67.2%-18.8pp |
| Annual return | 10.83% | -631.11%+641.9pp | -137.18%+148.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,951 | $2,845-31.4% | $4,320-54.8% | $2,670-26.9% |
| Participant deferral / active EE | $2,326 | $4,341-46.4% | $5,820-60.0% | $4,125-43.6% |
| Admin fee / account holder | $796 | $6,790-88.3% | $10,614-92.5% | $5,651-85.9% |