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 | $104,473 | $56,484+85.0% | $169,463-38.4% | $64,186+62.8% |
| Participation rate | 64.9% | 64.5%+0.3pp | 77.8%-12.9pp | 69.6%-4.7pp |
| Annual return | -8.42% | -1.55%-6.9pp | 1.83%-10.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,770 | $3,448+67.4% | $5,277+9.4% | $3,470+66.3% |
| Admin fee / account holder | $2,830 | $4,174-32.2% | $9,109-68.9% | $4,888-42.1% |