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 | $29,263 | $45,863-36.2% | $77,024-62.0% | $68,494-57.3% |
| Participation rate | 50.9% | 55.9%-5.0pp | 67.9%-17.0pp | 67.9%-17.0pp |
| Annual return | -21.05% | 1.72%-22.8pp | 42.32%-63.4pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,872 | $1,650+13.5% | $2,812-33.4% | $2,596-27.9% |
| Participant deferral / active EE | $3,404 | $2,962+14.9% | $4,426-23.1% | $4,027-15.5% |
| Admin fee / account holder | $535 | $3,041-82.4% | $5,425-90.1% | $5,403-90.1% |