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 | $22,417 | $69,010-67.5% | $159,960-86.0% | $68,494-67.3% |
| Participation rate | 65.7% | 65.4%+0.3pp | 78.0%-12.2pp | 67.9%-2.2pp |
| Annual return | -19.48% | -9.65%-9.8pp | 408.60%-428.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,126 | $2,213-49.1% | $4,226-73.3% | $2,596-56.6% |
| Participant deferral / active EE | $2,656 | $4,212-36.9% | $6,182-57.0% | $4,027-34.1% |
| Admin fee / account holder | $3,598 | $4,798-25.0% | $8,698-58.6% | $5,403-33.4% |