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 | $54,583 | $59,805-8.7% | $79,550-31.4% | $68,494-20.3% |
| Participation rate | 63.8% | 61.1%+2.8pp | 69.5%-5.7pp | 67.9%-4.1pp |
| Annual return | -21.26% | -12.30%-9.0pp | 0.16%-21.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $489 | $1,505-67.5% | $2,413-79.7% | $2,596-81.2% |
| Participant deferral / active EE | $4,088 | $3,024+35.2% | $3,985+2.6% | $4,027+1.5% |
| Admin fee / account holder | $5,915 | $4,835+22.3% | $6,832-13.4% | $5,403+9.5% |