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 7-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 | $17,647 | $59,805-70.5% | $79,550-77.8% | $68,494-74.2% |
| Participation rate | 69.2% | 61.1%+8.2pp | 69.5%-0.3pp | 67.9%+1.3pp |
| Annual return | -19.47% | -12.30%-7.2pp | 0.16%-19.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $524 | $1,505-65.2% | $2,413-78.3% | $2,596-79.8% |
| Participant deferral / active EE | $4,487 | $3,024+48.4% | $3,985+12.6% | $4,027+11.4% |
| Admin fee / account holder | $437 | $4,835-91.0% | $6,832-93.6% | $5,403-91.9% |