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 | $74,277 | $73,004+1.7% | $90,749-18.2% | $68,494+8.4% |
| Participation rate | 62.5% | 70.8%-8.3pp | 75.7%-13.2pp | 67.9%-5.4pp |
| Annual return | -18.86% | -13.81%-5.0pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $992 | $2,193-54.8% | $2,921-66.1% | $2,596-61.8% |
| Participant deferral / active EE | $2,246 | $3,627-38.1% | $4,564-50.8% | $4,027-44.2% |
| Admin fee / account holder | $30,826 | $5,896+422.8% | $8,445+265.0% | $5,403+470.6% |