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 5-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 | $29,350 | $93,024-68.4% | $77,024-61.9% | $134,475-78.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -32.48% | 62.60%-95.1pp | 42.32%-74.8pp | 417.96%-450.4pp |
| Employer contribution / active EE | $463 | $3,418-86.5% | $2,812-83.6% | $4,740-90.2% |
| Participant deferral / active EE | $10,450 | $5,238+99.5% | $4,426+136.1% | $6,400+63.3% |
| Admin fee / account holder | $922 | $6,944-86.7% | $5,425-83.0% | $11,426-91.9% |