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 | $32,246 | $57,354-43.8% | $83,848-61.5% | $64,186-49.8% |
| Participation rate | 39.3% | 68.6%-29.3pp | 76.1%-36.9pp | 69.6%-30.3pp |
| Annual return | -10.78% | 11.38%-22.2pp | 850.88%-861.7pp | 7.63%-18.4pp |
| Employer contribution / active EE | $864 | $2,545-66.1% | $3,631-76.2% | $2,381-63.7% |
| Participant deferral / active EE | $3,025 | $2,993+1.1% | $4,082-25.9% | $3,470-12.8% |
| Admin fee / account holder | $714 | $4,046-82.3% | $5,478-87.0% | $4,888-85.4% |