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 | $42,050 | $54,350-22.6% | $82,719-49.2% | $68,494-38.6% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -23.87% | -13.67%-10.2pp | 701.18%-725.0pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,193 | $2,218-46.2% | $3,009-60.3% | $2,596-54.0% |
| Participant deferral / active EE | $2,536 | $3,246-21.9% | $4,395-42.3% | $4,027-37.0% |
| Admin fee / account holder | $4,012 | $4,395-8.7% | $5,329-24.7% | $5,403-25.7% |