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 | $47,788 | $37,393+27.8% | $77,024-38.0% | $66,914-28.6% |
| Participation rate | 34.8% | 52.9%-18.1pp | 67.9%-33.2pp | 69.8%-35.1pp |
| Annual return | -24.80% | -3.29%-21.5pp | 42.32%-67.1pp | 1.58%-26.4pp |
| Employer contribution / active EE | $711 | $1,531-53.5% | $2,812-74.7% | $2,544-72.0% |
| Participant deferral / active EE | $2,207 | $2,617-15.7% | $4,426-50.1% | $4,237-47.9% |
| Admin fee / account holder | $4,211 | $567+643.0% | $5,425-22.4% | $593+609.9% |