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 5-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 | $31,390 | $69,010-54.5% | $159,960-80.4% | $68,494-54.2% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -24.82% | -9.65%-15.2pp | 408.60%-433.4pp | -7.84%-17.0pp |
| Employer contribution / active EE | $3,525 | $2,213+59.3% | $4,226-16.6% | $2,596+35.8% |
| Participant deferral / active EE | $4,444 | $4,212+5.5% | $6,182-28.1% | $4,027+10.3% |
| Admin fee / account holder | $10,488 | $4,798+118.6% | $8,698+20.6% | $5,403+94.1% |