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 | $27,842 | $50,958-45.4% | $74,550-62.7% | $64,186-56.6% |
| Participation rate | 64.4% | 61.1%+3.4pp | 69.1%-4.7pp | 69.6%-5.1pp |
| Annual return | -8.42% | -1.86%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,493 | $1,115+33.9% | $1,961-23.8% | $2,381-37.3% |
| Participant deferral / active EE | $1,891 | $2,301-17.8% | $3,108-39.2% | $3,470-45.5% |
| Admin fee / account holder | $7,161 | $4,223+69.6% | $5,060+41.5% | $4,888+46.5% |