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 | $34,645 | $45,863-24.5% | $77,024-55.0% | $68,494-49.4% |
| Participation rate | 36.2% | 55.9%-19.7pp | 67.9%-31.7pp | 67.9%-31.7pp |
| Annual return | -22.27% | 1.72%-24.0pp | 42.32%-64.6pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,212 | $1,650-26.5% | $2,812-56.9% | $2,596-53.3% |
| Participant deferral / active EE | $2,102 | $2,962-29.0% | $4,426-52.5% | $4,027-47.8% |
| Admin fee / account holder | $873 | $3,041-71.3% | $5,425-83.9% | $5,403-83.8% |