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 | $28,214 | $57,354-50.8% | $83,848-66.4% | $64,186-56.0% |
| Participation rate | 48.4% | 68.6%-20.2pp | 76.1%-27.7pp | 69.6%-21.1pp |
| Annual return | -8.93% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $922 | $2,545-63.8% | $3,631-74.6% | $2,381-61.3% |
| Participant deferral / active EE | $1,624 | $2,993-45.7% | $4,082-60.2% | $3,470-53.2% |
| Admin fee / account holder | $1,677 | $4,046-58.5% | $5,478-69.4% | $4,888-65.7% |