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 | $32,102 | $45,863-30.0% | $77,024-58.3% | $68,494-53.1% |
| Participation rate | 34.2% | 55.9%-21.7pp | 67.9%-33.7pp | 67.9%-33.7pp |
| Annual return | -20.65% | 1.72%-22.4pp | 42.32%-63.0pp | -7.84%-12.8pp |
| Employer contribution / active EE | $879 | $1,650-46.7% | $2,812-68.7% | $2,596-66.1% |
| Participant deferral / active EE | $1,767 | $2,962-40.4% | $4,426-60.1% | $4,027-56.1% |
| Admin fee / account holder | $6,724 | $3,041+121.1% | $5,425+23.9% | $5,403+24.5% |