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 | $60,638 | $76,000-20.2% | $154,107-60.7% | $64,186-5.5% |
| Participation rate | 65.4% | 70.4%-5.0pp | 83.0%-17.7pp | 69.6%-4.2pp |
| Annual return | -9.04% | 30.32%-39.4pp | 735.12%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,607 | $3,351-52.0% | $5,298-69.7% | $2,381-32.5% |
| Participant deferral / active EE | $2,647 | $3,175-16.6% | $5,081-47.9% | $3,470-23.7% |
| Admin fee / account holder | $368 | $5,596-93.4% | $13,411-97.3% | $4,888-92.5% |