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 | $77,098 | $30,732+150.9% | $59,496+29.6% | $59,632+29.3% |
| Participation rate | 45.7% | 43.2%+2.4pp | 54.6%-8.9pp | 68.7%-23.0pp |
| Annual return | -4.35% | 4.47%-8.8pp | 182.05%-186.4pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $1,231 | $631+95.2% | $1,153+6.8% | $2,203-44.1% |
| Participant deferral / active EE | $2,682 | $1,183+126.8% | $1,829+46.6% | $3,192-16.0% |
| Admin fee / account holder | $1,672 | $2,136-21.7% | $2,232-25.1% | $4,297-61.1% |