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 | $53,945 | $59,805-9.8% | $79,550-32.2% | $68,494-21.2% |
| Participation rate | 47.7% | 61.1%-13.3pp | 69.5%-21.8pp | 67.9%-20.2pp |
| Annual return | -20.09% | -12.30%-7.8pp | 0.16%-20.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $3,444 | $1,505+128.9% | $2,413+42.7% | $2,596+32.7% |
| Participant deferral / active EE | $4,123 | $3,024+36.3% | $3,985+3.4% | $4,027+2.4% |
| Admin fee / account holder | $5,509 | $4,835+13.9% | $6,832-19.4% | $5,403+2.0% |