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 | $54,669 | $45,566+20.0% | $64,105-14.7% | $59,632-8.3% |
| Participation rate | 39.7% | 60.2%-20.4pp | 68.2%-28.4pp | 68.7%-28.9pp |
| Annual return | -4.75% | 4.95%-9.7pp | 791.24%-796.0pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $526 | $934-43.6% | $1,820-71.1% | $2,203-76.1% |
| Participant deferral / active EE | $1,142 | $2,057-44.5% | $2,822-59.5% | $3,192-64.2% |
| Admin fee / account holder | $1,561 | $3,268-52.2% | $4,499-65.3% | $4,297-63.7% |