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 | $60,724 | $167,484-63.7% | $151,611-59.9% | $134,475-54.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -21.59% | 7.80%-29.4pp | 3.33%-24.9pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,725 | $6,829-60.1% | $6,166-55.8% | $4,740-42.5% |
| Participant deferral / active EE | $13,500 | $8,986+50.2% | $8,363+61.4% | $6,400+110.9% |
| Admin fee / account holder | $325 | $13,783-97.6% | $11,616-97.2% | $11,426-97.2% |