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 | $41,237 | $73,004-43.5% | $90,749-54.6% | $68,494-39.8% |
| Participation rate | 68.1% | 70.8%-2.7pp | 75.7%-7.6pp | 67.9%+0.2pp |
| Annual return | -18.96% | -13.81%-5.2pp | -12.16%-6.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,261 | $2,193-42.5% | $2,921-56.8% | $2,596-51.4% |
| Participant deferral / active EE | $2,729 | $3,627-24.8% | $4,564-40.2% | $4,027-32.2% |
| Admin fee / account holder | $4,619 | $5,896-21.7% | $8,445-45.3% | $5,403-14.5% |