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 8-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 | $59,589 | $59,805-0.4% | $79,550-25.1% | $68,494-13.0% |
| Participation rate | 62.7% | 61.1%+1.7pp | 69.5%-6.7pp | 67.9%-5.1pp |
| Annual return | -20.98% | -12.30%-8.7pp | 0.16%-21.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,000 | $1,505-33.5% | $2,413-58.5% | $2,596-61.5% |
| Participant deferral / active EE | $2,301 | $3,024-23.9% | $3,985-42.3% | $4,027-42.9% |
| Admin fee / account holder | $14,759 | $4,835+205.3% | $6,832+116.0% | $5,403+173.2% |