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 | $77,003 | $161,470-52.3% | $121,196-36.5% | - |
| Participation rate | 67.7% | 52.1%+15.6pp | 71.7%-4.1pp | - |
| Annual return | -7.51% | -4.08%-3.4pp | 16.93%-24.4pp | - |
| Employer contribution / active EE | $880 | $1,032-14.8% | $4,022-78.1% | - |
| Participant deferral / active EE | $3,788 | $1,577+140.2% | $3,344+13.3% | - |
| Admin fee / account holder | $684 | $10,656-93.6% | $5,019-86.4% | - |