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 | $86,495 | $59,805+44.6% | $79,550+8.7% | $68,494+26.3% |
| Participation rate | 36.8% | 61.1%-24.2pp | 69.5%-32.6pp | 67.9%-31.0pp |
| Annual return | -19.99% | -12.30%-7.7pp | 0.16%-20.2pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,294 | $3,024+42.0% | $3,985+7.7% | $4,027+6.6% |
| Admin fee / account holder | $2,429 | $4,835-49.8% | $6,832-64.5% | $5,403-55.0% |