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 | $28,411 | $45,863-38.1% | $77,024-63.1% | $68,494-58.5% |
| Participation rate | 57.1% | 55.9%+1.2pp | 67.9%-10.8pp | 67.9%-10.7pp |
| Annual return | -20.43% | 1.72%-22.1pp | 42.32%-62.7pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,952 | $1,650+79.0% | $2,812+5.0% | $2,596+13.7% |
| Participant deferral / active EE | $7,052 | $2,962+138.1% | $4,426+59.3% | $4,027+75.1% |
| Admin fee / account holder | $7,212 | $3,041+137.2% | $5,425+32.9% | $5,403+33.5% |