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 | $34,898 | $82,032-57.5% | $123,104-71.7% | $59,632-41.5% |
| Participation rate | 69.0% | 83.2%-14.2pp | 86.8%-17.8pp | 68.7%+0.3pp |
| Annual return | -3.32% | 5.12%-8.4pp | 13.22%-16.5pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $2,136 | $3,297-35.2% | $5,151-58.5% | $2,203-3.0% |
| Participant deferral / active EE | $3,291 | $4,667-29.5% | $6,230-47.2% | $3,192+3.1% |
| Admin fee / account holder | $549 | $5,881-90.7% | $9,015-93.9% | $4,297-87.2% |