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 9-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 | $85,791 | $92,222-7.0% | $76,768+11.8% | $135,375-36.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -9.38% | 5.46%-14.8pp | 2.43%-11.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,883 | $3,216-41.4% | $2,485-24.2% | $4,779-60.6% |
| Participant deferral / active EE | $4,948 | $4,509+9.8% | $3,852+28.5% | $5,609-11.8% |
| Admin fee / account holder | $2,528 | $10,748-76.5% | $6,675-62.1% | $10,827-76.7% |