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 | $20,289 | $43,723-53.6% | $121,196-83.3% | $64,186-68.4% |
| Participation rate | 64.7% | 58.3%+6.4pp | 71.7%-7.0pp | 69.6%-4.9pp |
| Annual return | -8.66% | 68.91%-77.6pp | 16.93%-25.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,324 | $1,296+2.2% | $4,022-67.1% | $2,381-44.4% |
| Participant deferral / active EE | $1,811 | $2,280-20.5% | $3,344-45.8% | $3,470-47.8% |
| Admin fee / account holder | $1,354 | $3,501-61.3% | $5,019-73.0% | $4,888-72.3% |