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 | $36,676 | $82,664-55.6% | $125,339-70.7% | $68,494-46.5% |
| Participation rate | 51.4% | 75.0%-23.6pp | 82.4%-30.9pp | 67.9%-16.5pp |
| Annual return | -20.82% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,167 | $3,381-35.9% | $4,814-55.0% | $2,596-16.5% |
| Participant deferral / active EE | $7,224 | $6,110+18.2% | $7,446-3.0% | $4,027+79.4% |
| Admin fee / account holder | $587 | $6,275-90.6% | $10,010-94.1% | $5,403-89.1% |