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 | $32,450 | $27,641+17.4% | $61,373-47.1% | $68,494-52.6% |
| Participation rate | 35.9% | 39.5%-3.6pp | 52.6%-16.7pp | 67.9%-32.0pp |
| Annual return | -22.66% | -13.24%-9.4pp | 338.61%-361.3pp | -7.84%-14.8pp |
| Employer contribution / active EE | $177 | $695-74.6% | $1,159-84.8% | $2,596-93.2% |
| Participant deferral / active EE | $1,665 | $1,263+31.8% | $2,125-21.7% | $4,027-58.7% |
| Admin fee / account holder | $2,055 | $2,010+2.2% | $2,130-3.5% | $5,403-62.0% |