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 | $40,241 | $43,723-8.0% | $121,196-66.8% | $64,186-37.3% |
| Participation rate | 65.9% | 58.3%+7.6pp | 71.7%-5.8pp | 69.6%-3.7pp |
| Annual return | -8.30% | 68.91%-77.2pp | 16.93%-25.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $645 | $1,296-50.2% | $4,022-83.9% | $2,381-72.9% |
| Participant deferral / active EE | $2,077 | $2,280-8.9% | $3,344-37.9% | $3,470-40.1% |
| Admin fee / account holder | $419 | $3,501-88.0% | $5,019-91.6% | $4,888-91.4% |