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 | $103,641 | $59,805+73.3% | $79,550+30.3% | $68,494+51.3% |
| Participation rate | 63.8% | 61.1%+2.8pp | 69.5%-5.7pp | 67.9%-4.1pp |
| Annual return | -19.46% | -12.30%-7.2pp | 0.16%-19.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,865 | $1,505+23.9% | $2,413-22.7% | $2,596-28.2% |
| Participant deferral / active EE | $7,321 | $3,024+142.1% | $3,985+83.7% | $4,027+81.8% |
| Admin fee / account holder | $2,778 | $4,835-42.5% | $6,832-59.3% | $5,403-48.6% |