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 | $54,634 | $45,863+19.1% | $77,024-29.1% | $68,494-20.2% |
| Participation rate | 63.2% | 55.9%+7.2pp | 67.9%-4.7pp | 67.9%-4.7pp |
| Annual return | -23.33% | 1.72%-25.0pp | 42.32%-65.6pp | -7.84%-15.5pp |
| Employer contribution / active EE | $1,981 | $1,650+20.1% | $2,812-29.6% | $2,596-23.7% |
| Participant deferral / active EE | $5,000 | $2,962+68.8% | $4,426+13.0% | $4,027+24.2% |
| Admin fee / account holder | $2,537 | $3,041-16.6% | $5,425-53.2% | $5,403-53.0% |