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 9-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 | $110,454 | $59,805+84.7% | $79,550+38.8% | $68,494+61.3% |
| Participation rate | 29.0% | 61.1%-32.0pp | 69.5%-40.5pp | 67.9%-38.9pp |
| Annual return | -22.59% | -12.30%-10.3pp | 0.16%-22.8pp | -7.84%-14.7pp |
| Employer contribution / active EE | $560 | $1,505-62.8% | $2,413-76.8% | $2,596-78.4% |
| Participant deferral / active EE | $2,508 | $3,024-17.1% | $3,985-37.1% | $4,027-37.7% |
| Admin fee / account holder | $5,778 | $4,835+19.5% | $6,832-15.4% | $5,403+6.9% |