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 | $17,789 | $56,357-68.4% | $104,294-82.9% | $68,494-74.0% |
| Participation rate | 63.6% | 63.3%+0.4pp | 73.3%-9.6pp | 67.9%-4.3pp |
| Annual return | -30.30% | -9.19%-21.1pp | 24.61%-54.9pp | -7.84%-22.5pp |
| Employer contribution / active EE | $1,715 | $1,960-12.5% | $3,372-49.1% | $2,596-33.9% |
| Participant deferral / active EE | $1,445 | $3,077-53.1% | $4,625-68.8% | $4,027-64.1% |
| Admin fee / account holder | $2,402 | $4,903-51.0% | $7,339-67.3% | $5,403-55.5% |