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 | $47,220 | $27,641+70.8% | $61,373-23.1% | $68,494-31.1% |
| Participation rate | 36.7% | 39.5%-2.8pp | 52.6%-15.9pp | 67.9%-31.2pp |
| Annual return | -21.32% | -13.24%-8.1pp | 338.61%-359.9pp | -7.84%-13.5pp |
| Employer contribution / active EE | $554 | $695-20.3% | $1,159-52.2% | $2,596-78.6% |
| Participant deferral / active EE | $2,029 | $1,263+60.6% | $2,125-4.5% | $4,027-49.6% |
| Admin fee / account holder | $611 | $2,010-69.6% | $2,130-71.3% | $5,403-88.7% |