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 | $64,613 | $65,703-1.7% | $94,224-31.4% | $59,632+8.4% |
| Participation rate | 46.2% | 72.1%-26.0pp | 78.8%-32.6pp | 68.7%-22.5pp |
| Annual return | -3.08% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $408 | $2,021-79.8% | $3,587-88.6% | $2,203-81.5% |
| Participant deferral / active EE | $2,305 | $3,143-26.7% | $4,320-46.7% | $3,192-27.8% |
| Admin fee / account holder | $4,617 | $4,264+8.3% | $6,269-26.4% | $4,297+7.4% |