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 | $25,127 | $44,960-44.1% | $84,966-70.4% | $74,495-66.3% |
| Participation rate | 10.5% | 49.4%-38.9pp | 67.5%-57.0pp | 67.2%-56.7pp |
| Annual return | -4.05% | 26.24%-30.3pp | 66.38%-70.4pp | 1364.94%-1369.0pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $648 | $2,731-76.3% | $4,519-85.7% | $4,346-85.1% |
| Admin fee / account holder | $2,845 | $2,209+28.8% | $6,149-53.7% | $1,942+46.5% |