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 | $35,470 | $43,723-18.9% | $121,196-70.7% | $64,186-44.7% |
| Participation rate | 48.3% | 58.3%-10.0pp | 71.7%-23.5pp | 69.6%-21.3pp |
| Annual return | -9.96% | 68.91%-78.9pp | 16.93%-26.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $896 | $1,296-30.9% | $4,022-77.7% | $2,381-62.4% |
| Participant deferral / active EE | $1,021 | $2,280-55.2% | $3,344-69.5% | $3,470-70.6% |
| Admin fee / account holder | $643 | $3,501-81.6% | $5,019-87.2% | $4,888-86.9% |