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 | $62,011 | $57,354+8.1% | $83,848-26.0% | $64,186-3.4% |
| Participation rate | 45.6% | 68.6%-23.0pp | 76.1%-30.6pp | 69.6%-24.0pp |
| Annual return | -9.54% | 11.38%-20.9pp | 850.88%-860.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,482 | $2,545-41.8% | $3,631-59.2% | $2,381-37.7% |
| Participant deferral / active EE | $2,697 | $2,993-9.9% | $4,082-33.9% | $3,470-22.3% |
| Admin fee / account holder | $1,899 | $4,046-53.1% | $5,478-65.3% | $4,888-61.2% |