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 | $36,565 | $54,350-32.7% | $82,719-55.8% | $68,494-46.6% |
| Participation rate | 65.1% | 63.9%+1.2pp | 72.6%-7.5pp | 67.9%-2.8pp |
| Annual return | -24.49% | -13.67%-10.8pp | 701.18%-725.7pp | -7.84%-16.7pp |
| Employer contribution / active EE | $2,860 | $2,218+29.0% | $3,009-4.9% | $2,596+10.2% |
| Participant deferral / active EE | $4,013 | $3,246+23.6% | $4,395-8.7% | $4,027-0.3% |
| Admin fee / account holder | $11,091 | $4,395+152.3% | $5,329+108.1% | $5,403+105.3% |