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 | $26,004 | $59,805-56.5% | $79,550-67.3% | $68,494-62.0% |
| Participation rate | 41.0% | 61.1%-20.1pp | 69.5%-28.5pp | 67.9%-26.9pp |
| Annual return | -20.88% | -12.30%-8.6pp | 0.16%-21.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $689 | $1,505-54.2% | $2,413-71.4% | $2,596-73.5% |
| Participant deferral / active EE | $1,928 | $3,024-36.2% | $3,985-51.6% | $4,027-52.1% |
| Admin fee / account holder | $789 | $4,835-83.7% | $6,832-88.5% | $5,403-85.4% |