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 | $59,578 | $42,548+40.0% | $74,550-20.1% | $56,287+5.8% |
| Participation rate | 64.4% | 60.5%+3.9pp | 69.1%-4.8pp | 69.9%-5.5pp |
| Annual return | -7.75% | 12.40%-20.2pp | 32.53%-40.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,228 | $855+43.6% | $1,961-37.4% | $2,111-41.8% |
| Participant deferral / active EE | $2,103 | $2,277-7.6% | $3,108-32.3% | $3,350-37.2% |
| Admin fee / account holder | $2,140 | $467+358.1% | $5,060-57.7% | $521+310.8% |