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 | $40,601 | $57,016-28.8% | $84,966-52.2% | $80,856-49.8% |
| Participation rate | 23.4% | 56.3%-32.9pp | 67.5%-44.1pp | 67.6%-44.2pp |
| Annual return | -57.94% | 21.66%-79.6pp | 66.38%-124.3pp | 35.59%-93.5pp |
| Employer contribution / active EE | $892 | $1,798-50.4% | $2,727-67.3% | $2,755-67.6% |
| Participant deferral / active EE | $2,183 | $3,110-29.8% | $4,519-51.7% | $4,296-49.2% |
| Admin fee / account holder | $7,007 | $4,980+40.7% | $6,149+14.0% | $6,918+1.3% |