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 | $56,384 | $50,958+10.6% | $74,550-24.4% | $64,186-12.2% |
| Participation rate | 43.8% | 61.1%-17.3pp | 69.1%-25.4pp | 69.6%-25.8pp |
| Annual return | -8.58% | -1.86%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $300 | $1,115-73.1% | $1,961-84.7% | $2,381-87.4% |
| Participant deferral / active EE | $2,083 | $2,301-9.5% | $3,108-33.0% | $3,470-40.0% |
| Admin fee / account holder | $3,124 | $4,223-26.0% | $5,060-38.3% | $4,888-36.1% |