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 | $42,392 | $41,078+3.2% | $80,569-47.4% | $71,457-40.7% |
| Participation rate | 62.6% | 50.2%+12.4pp | 67.0%-4.4pp | 67.9%-5.3pp |
| Annual return | -5.56% | 38.45%-44.0pp | 935.43%-941.0pp | 28.85%-34.4pp |
| Employer contribution / active EE | $1,840 | $1,506+22.2% | $2,723-32.4% | $2,588-28.9% |
| Participant deferral / active EE | $3,009 | $2,699+11.5% | $4,447-32.4% | $4,289-29.9% |
| Admin fee / account holder | $5,183 | $1,840+181.6% | $5,377-3.6% | $1,587+226.5% |