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 | $40,825 | $65,703-37.9% | $94,224-56.7% | $59,632-31.5% |
| Participation rate | 65.3% | 72.1%-6.8pp | 78.8%-13.4pp | 68.7%-3.3pp |
| Annual return | -2.48% | 5.22%-7.7pp | 10.68%-13.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,393 | $2,021-31.1% | $3,587-61.2% | $2,203-36.8% |
| Participant deferral / active EE | $2,679 | $3,143-14.8% | $4,320-38.0% | $3,192-16.1% |
| Admin fee / account holder | $4,881 | $4,264+14.5% | $6,269-22.1% | $4,297+13.6% |