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 | $23,547 | $37,393-37.0% | $77,024-69.4% | $66,914-64.8% |
| Participation rate | 66.3% | 52.9%+13.5pp | 67.9%-1.6pp | 69.8%-3.5pp |
| Annual return | -23.38% | -3.29%-20.1pp | 42.32%-65.7pp | 1.58%-25.0pp |
| Employer contribution / active EE | $456 | $1,531-70.2% | $2,812-83.8% | $2,544-82.1% |
| Participant deferral / active EE | $2,930 | $2,617+12.0% | $4,426-33.8% | $4,237-30.8% |
| Admin fee / account holder | $2,946 | $567+419.7% | $5,425-45.7% | $593+396.5% |