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 | $73,978 | $46,674+58.5% | $117,472-37.0% | $68,494+8.0% |
| Participation rate | 30.0% | 56.8%-26.8pp | 70.6%-40.6pp | 67.9%-37.9pp |
| Annual return | -19.89% | -14.52%-5.4pp | 29.74%-49.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $859 | $1,505-42.9% | $4,176-79.4% | $2,596-66.9% |
| Participant deferral / active EE | $1,116 | $2,636-57.7% | $4,070-72.6% | $4,027-72.3% |
| Admin fee / account holder | $435 | $4,020-89.2% | $5,645-92.3% | $5,403-91.9% |