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 | $37,789 | $92,222-59.0% | $76,768-50.8% | $135,375-72.1% |
| Participation rate | 30.0% | 79.8%-49.8pp | 77.0%-47.0pp | 82.6%-52.6pp |
| Annual return | -9.32% | 5.46%-14.8pp | 2.43%-11.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,378 | $3,216-57.1% | $2,485-44.5% | $4,779-71.2% |
| Participant deferral / active EE | $2,654 | $4,509-41.1% | $3,852-31.1% | $5,609-52.7% |
| Admin fee / account holder | $1,545 | $10,748-85.6% | $6,675-76.8% | $10,827-85.7% |