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 | $22,592 | $158,817-85.8% | $121,196-81.4% | $135,375-83.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.7%-21.7pp | 82.6%-32.6pp |
| Annual return | -11.32% | -0.64%-10.7pp | 16.93%-28.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $280 | $5,665-95.1% | $4,022-93.0% | $4,779-94.1% |
| Participant deferral / active EE | $2,449 | $4,005-38.8% | $3,344-26.8% | $5,609-56.3% |
| Admin fee / account holder | $7,933 | $6,512+21.8% | $5,019+58.1% | $10,827-26.7% |