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 | $70,479 | $57,354+22.9% | $83,848-15.9% | $64,186+9.8% |
| Participation rate | 26.9% | 68.6%-41.7pp | 76.1%-49.2pp | 69.6%-42.6pp |
| Annual return | -8.63% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $830 | $2,545-67.4% | $3,631-77.1% | $2,381-65.1% |
| Participant deferral / active EE | $2,250 | $2,993-24.8% | $4,082-44.9% | $3,470-35.1% |
| Admin fee / account holder | $470 | $4,046-88.4% | $5,478-91.4% | $4,888-90.4% |