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 | $80,754 | $76,000+6.3% | $154,107-47.6% | $64,186+25.8% |
| Participation rate | 25.9% | 70.4%-44.5pp | 83.0%-57.1pp | 69.6%-43.6pp |
| Annual return | -8.50% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $772 | $3,351-77.0% | $5,298-85.4% | $2,381-67.6% |
| Participant deferral / active EE | $2,052 | $3,175-35.4% | $5,081-59.6% | $3,470-40.9% |
| Admin fee / account holder | $985 | $5,596-82.4% | $13,411-92.7% | $4,888-79.9% |