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 5-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 | $70,048 | $57,016+22.9% | $84,966-17.6% | $80,856-13.4% |
| Participation rate | 46.4% | 56.3%-9.9pp | 67.5%-21.1pp | 67.6%-21.2pp |
| Annual return | -17.00% | 21.66%-38.7pp | 66.38%-83.4pp | 35.59%-52.6pp |
| Employer contribution / active EE | $1,532 | $1,798-14.8% | $2,727-43.8% | $2,755-44.4% |
| Participant deferral / active EE | $2,121 | $3,110-31.8% | $4,519-53.1% | $4,296-50.6% |
| Admin fee / account holder | $24,001 | $4,980+381.9% | $6,149+290.3% | $6,918+246.9% |