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 | $74,308 | $62,573+18.8% | $85,682-13.3% | $85,850-13.4% |
| Participation rate | 28.6% | 61.1%-32.6pp | 69.9%-41.3pp | 69.3%-40.7pp |
| Annual return | -0.56% | 23.77%-24.3pp | 21.49%-22.0pp | 318.53%-319.1pp |
| Employer contribution / active EE | $601 | $1,757-65.8% | $2,618-77.1% | $2,565-76.6% |
| Participant deferral / active EE | $1,885 | $2,802-32.7% | $3,923-51.9% | $3,952-52.3% |
| Admin fee / account holder | $2,588 | $4,640-44.2% | $6,873-62.3% | $6,260-58.7% |