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 | $36,547 | $48,576-24.8% | $169,463-78.4% | $56,287-35.1% |
| Participation rate | 25.5% | 65.8%-40.4pp | 77.8%-52.3pp | 69.9%-44.4pp |
| Annual return | -8.22% | -2.51%-5.7pp | 1.83%-10.1pp | -9.96%+1.7pp |
| Employer contribution / active EE | $576 | $1,559-63.0% | $4,159-86.1% | $2,111-72.7% |
| Participant deferral / active EE | $1,668 | $3,275-49.1% | $5,277-68.4% | $3,350-50.2% |
| Admin fee / account holder | $1,546 | $435+255.2% | $9,109-83.0% | $521+196.7% |