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 | $24,508 | $59,805-59.0% | $79,550-69.2% | $68,494-64.2% |
| Participation rate | 40.8% | 61.1%-20.2pp | 69.5%-28.7pp | 67.9%-27.1pp |
| Annual return | -20.74% | -12.30%-8.4pp | 0.16%-20.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $828 | $1,505-45.0% | $2,413-65.7% | $2,596-68.1% |
| Participant deferral / active EE | $2,403 | $3,024-20.6% | $3,985-39.7% | $4,027-40.3% |
| Admin fee / account holder | $1,307 | $4,835-73.0% | $6,832-80.9% | $5,403-75.8% |