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 | $29,319 | $59,805-51.0% | $79,550-63.1% | $68,494-57.2% |
| Participation rate | 38.6% | 61.1%-22.4pp | 69.5%-30.8pp | 67.9%-29.3pp |
| Annual return | -20.99% | -12.30%-8.7pp | 0.16%-21.2pp | -7.84%-13.1pp |
| Employer contribution / active EE | $533 | $1,505-64.6% | $2,413-77.9% | $2,596-79.5% |
| Participant deferral / active EE | $2,827 | $3,024-6.5% | $3,985-29.1% | $4,027-29.8% |
| Admin fee / account holder | $306 | $4,835-93.7% | $6,832-95.5% | $5,403-94.3% |