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 | $28,781 | $95,862-70.0% | $79,550-63.8% | $134,475-78.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -23.54% | -2.69%-20.8pp | 0.16%-23.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $733 | $3,128-76.6% | $2,413-69.6% | $4,740-84.5% |
| Participant deferral / active EE | $4,751 | $4,693+1.2% | $3,985+19.2% | $6,400-25.8% |
| Admin fee / account holder | $1,286 | $9,126-85.9% | $6,832-81.2% | $11,426-88.7% |