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 | $31,017 | $27,915+11.1% | $58,482-47.0% | $75,163-58.7% |
| Participation rate | 60.0% | 38.8%+21.2pp | 50.9%+9.1pp | 67.2%-7.2pp |
| Annual return | -2.04% | 44.20%-46.2pp | 4239.32%-4241.4pp | 160.62%-162.7pp |
| Employer contribution / active EE | $399 | $669-40.4% | $1,053-62.1% | $2,670-85.1% |
| Participant deferral / active EE | $1,162 | $1,201-3.3% | $1,924-39.6% | $4,125-71.8% |
| Admin fee / account holder | $306 | $1,726-82.3% | $2,516-87.8% | $5,651-94.6% |