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 | $51,434 | $59,805-14.0% | $79,550-35.3% | $68,494-24.9% |
| Participation rate | 67.3% | 61.1%+6.2pp | 69.5%-2.2pp | 67.9%-0.6pp |
| Annual return | -20.18% | -12.30%-7.9pp | 0.16%-20.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $693 | $1,505-53.9% | $2,413-71.3% | $2,596-73.3% |
| Participant deferral / active EE | $3,296 | $3,024+9.0% | $3,985-17.3% | $4,027-18.2% |
| Admin fee / account holder | $1,677 | $4,835-65.3% | $6,832-75.5% | $5,403-69.0% |