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 | $36,154 | $31,109+16.2% | $67,711-46.6% | $52,331-30.9% |
| Participation rate | 29.1% | 54.0%-24.9pp | 67.5%-38.4pp | 68.1%-39.0pp |
| Annual return | -3.09% | 23.70%-26.8pp | 25.41%-28.5pp | 4.54%-7.6pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,807 | $1,970-8.3% | $3,585-49.6% | $3,022-40.2% |
| Admin fee / account holder | $718 | $466+54.0% | $4,255-83.1% | $592+21.3% |