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 | $68,743 | $45,863+49.9% | $77,024-10.8% | $68,494+0.4% |
| Participation rate | 13.0% | 55.9%-42.9pp | 67.9%-54.9pp | 67.9%-54.8pp |
| Annual return | -33.03% | 1.72%-34.8pp | 42.32%-75.3pp | -7.84%-25.2pp |
| Employer contribution / active EE | $406 | $1,650-75.4% | $2,812-85.6% | $2,596-84.4% |
| Participant deferral / active EE | $1,034 | $2,962-65.1% | $4,426-76.6% | $4,027-74.3% |
| Admin fee / account holder | $3,705 | $3,041+21.9% | $5,425-31.7% | $5,403-31.4% |