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 | $83,989 | $45,863+83.1% | $77,024+9.0% | $68,494+22.6% |
| Participation rate | 36.1% | 55.9%-19.8pp | 67.9%-31.8pp | 67.9%-31.8pp |
| Annual return | -29.49% | 1.72%-31.2pp | 42.32%-71.8pp | -7.84%-21.6pp |
| Employer contribution / active EE | $1,312 | $1,650-20.5% | $2,812-53.4% | $2,596-49.5% |
| Participant deferral / active EE | $2,561 | $2,962-13.5% | $4,426-42.1% | $4,027-36.4% |
| Admin fee / account holder | $1,577 | $3,041-48.1% | $5,425-70.9% | $5,403-70.8% |