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 | $38,889 | $100,754-61.4% | $86,677-55.1% | $134,475-71.1% |
| Participation rate | 30.8% | 78.9%-48.2pp | 76.6%-45.8pp | 81.2%-50.5pp |
| Annual return | -22.40% | 29.04%-51.4pp | 35.91%-58.3pp | 417.96%-440.4pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,287 | $5,338-57.2% | $4,656-50.9% | $6,400-64.3% |
| Admin fee / account holder | $677 | $10,926-93.8% | $7,493-91.0% | $11,426-94.1% |