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 | $31,921 | $32,117-0.6% | $71,086-55.1% | $64,186-50.3% |
| Participation rate | 40.8% | 42.7%-1.9pp | 54.7%-13.8pp | 69.6%-28.8pp |
| Annual return | -24.30% | -5.57%-18.7pp | 650.59%-674.9pp | 7.63%-31.9pp |
| Employer contribution / active EE | $691 | $712-2.9% | $1,088-36.4% | $2,381-71.0% |
| Participant deferral / active EE | $1,402 | $1,263+11.0% | $1,874-25.2% | $3,470-59.6% |
| Admin fee / account holder | $14,519 | $2,759+426.2% | $3,082+371.0% | $4,888+197.0% |