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 | $24,000 | $32,117-25.3% | $71,086-66.2% | $64,186-62.6% |
| Participation rate | 40.6% | 42.7%-2.1pp | 54.7%-14.0pp | 69.6%-28.9pp |
| Annual return | -12.26% | -5.57%-6.7pp | 650.59%-662.8pp | 7.63%-19.9pp |
| Employer contribution / active EE | $405 | $712-43.1% | $1,088-62.8% | $2,381-83.0% |
| Participant deferral / active EE | $1,468 | $1,263+16.2% | $1,874-21.7% | $3,470-57.7% |
| Admin fee / account holder | $1,171 | $2,759-57.5% | $3,082-62.0% | $4,888-76.0% |