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 | $69,113 | $158,817-56.5% | $121,196-43.0% | $135,375-48.9% |
| Participation rate | 26.3% | 79.3%-53.0pp | 71.7%-45.4pp | 82.6%-56.3pp |
| Annual return | -11.03% | -0.64%-10.4pp | 16.93%-28.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $360 | $5,665-93.6% | $4,022-91.1% | $4,779-92.5% |
| Participant deferral / active EE | $1,888 | $4,005-52.9% | $3,344-43.6% | $5,609-66.3% |
| Admin fee / account holder | $780 | $6,512-88.0% | $5,019-84.5% | $10,827-92.8% |