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 4-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 | $66,422 | $64,707+2.7% | $112,228-40.8% | $68,494-3.0% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -22.30% | -11.40%-10.9pp | 27.45%-49.7pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,127 | $2,746-58.9% | $3,635-69.0% | $2,596-56.6% |
| Participant deferral / active EE | $2,403 | $3,565-32.6% | $4,728-49.2% | $4,027-40.3% |
| Admin fee / account holder | $1,694 | $5,232-67.6% | $6,410-73.6% | $5,403-68.6% |