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 | $79,968 | $59,805+33.7% | $79,550+0.5% | $68,494+16.8% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.5%-38.5pp | 67.9%-36.9pp |
| Annual return | -19.41% | -12.30%-7.1pp | 0.16%-19.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,915 | $3,024-3.6% | $3,985-26.9% | $4,027-27.6% |
| Admin fee / account holder | $2,703 | $4,835-44.1% | $6,832-60.4% | $5,403-50.0% |