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 | $60,456 | $167,307-63.9% | $143,757-57.9% | $134,475-55.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -26.38% | 0.46%-26.8pp | -0.04%-26.3pp | 417.96%-444.3pp |
| Employer contribution / active EE | $2,204 | $5,619-60.8% | $4,951-55.5% | $4,740-53.5% |
| Participant deferral / active EE | $9,750 | $6,446+51.3% | $5,637+73.0% | $6,400+52.4% |
| Admin fee / account holder | $1,503 | $18,088-91.7% | $14,673-89.8% | $11,426-86.8% |