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 | $33,081 | $158,817-79.2% | $121,196-72.7% | $135,375-75.6% |
| Participation rate | 38.5% | 79.3%-40.8pp | 71.7%-33.3pp | 82.6%-44.2pp |
| Annual return | -13.59% | -0.64%-13.0pp | 16.93%-30.5pp | 519.73%-533.3pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,208 | $4,005-19.9% | $3,344-4.1% | $5,609-42.8% |
| Admin fee / account holder | $866 | $6,512-86.7% | $5,019-82.7% | $10,827-92.0% |