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 | $36,692 | $76,000-51.7% | $154,107-76.2% | $64,186-42.8% |
| Participation rate | 69.8% | 70.4%-0.6pp | 83.0%-13.3pp | 69.6%+0.2pp |
| Annual return | -8.59% | 30.32%-38.9pp | 735.12%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,737 | $3,351-48.2% | $5,298-67.2% | $2,381-27.1% |
| Participant deferral / active EE | $6,838 | $3,175+115.4% | $5,081+34.6% | $3,470+97.1% |
| Admin fee / account holder | $4,036 | $5,596-27.9% | $13,411-69.9% | $4,888-17.4% |