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 9-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 | $48,315 | $46,674+3.5% | $117,472-58.9% | $68,494-29.5% |
| Participation rate | 59.2% | 56.8%+2.4pp | 70.6%-11.4pp | 67.9%-8.7pp |
| Annual return | -20.16% | -14.52%-5.6pp | 29.74%-49.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,579 | $1,505+71.4% | $4,176-38.3% | $2,596-0.7% |
| Participant deferral / active EE | $5,147 | $2,636+95.2% | $4,070+26.5% | $4,027+27.8% |
| Admin fee / account holder | $764 | $4,020-81.0% | $5,645-86.5% | $5,403-85.9% |