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 | $28,676 | $64,707-55.7% | $112,228-74.4% | $68,494-58.1% |
| Participation rate | 68.0% | 67.2%+0.8pp | 75.1%-7.1pp | 67.9%+0.1pp |
| Annual return | -20.89% | -11.40%-9.5pp | 27.45%-48.3pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,421 | $2,746-11.8% | $3,635-33.4% | $2,596-6.8% |
| Participant deferral / active EE | $4,153 | $3,565+16.5% | $4,728-12.2% | $4,027+3.1% |
| Admin fee / account holder | $551 | $5,232-89.5% | $6,410-91.4% | $5,403-89.8% |