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 | $173,439 | $59,805+190.0% | $79,550+118.0% | $68,494+153.2% |
| Participation rate | 63.3% | 61.1%+2.3pp | 69.5%-6.2pp | 67.9%-4.6pp |
| Annual return | -19.76% | -12.30%-7.5pp | 0.16%-19.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,101 | $1,505+39.6% | $2,413-12.9% | $2,596-19.1% |
| Participant deferral / active EE | $2,876 | $3,024-4.9% | $3,985-27.8% | $4,027-28.6% |
| Admin fee / account holder | $7,184 | $4,835+48.6% | $6,832+5.1% | $5,403+33.0% |