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 | $24,196 | $57,354-57.8% | $83,848-71.1% | $64,186-62.3% |
| Participation rate | 55.8% | 68.6%-12.8pp | 76.1%-20.3pp | 69.6%-13.8pp |
| Annual return | -9.16% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $670 | $2,545-73.7% | $3,631-81.5% | $2,381-71.9% |
| Participant deferral / active EE | $1,443 | $2,993-51.8% | $4,082-64.6% | $3,470-58.4% |
| Admin fee / account holder | $766 | $4,046-81.1% | $5,478-86.0% | $4,888-84.3% |