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 | $15,806 | $49,177-67.9% | $79,464-80.1% | $64,186-75.4% |
| Participation rate | 38.1% | 65.0%-26.9pp | 73.3%-35.3pp | 69.6%-31.5pp |
| Annual return | -10.32% | -1.16%-9.2pp | 718.14%-728.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $981 | $2,076-52.7% | $2,800-65.0% | $2,381-58.8% |
| Participant deferral / active EE | $2,021 | $2,821-28.4% | $3,704-45.4% | $3,470-41.8% |
| Admin fee / account holder | $2,715 | $3,839-29.3% | $5,113-46.9% | $4,888-44.5% |