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 | $48,857 | $45,863+6.5% | $77,024-36.6% | $68,494-28.7% |
| Participation rate | 55.0% | 55.9%-0.9pp | 67.9%-12.9pp | 67.9%-12.9pp |
| Annual return | -26.42% | 1.72%-28.1pp | 42.32%-68.7pp | -7.84%-18.6pp |
| Employer contribution / active EE | $1,230 | $1,650-25.4% | $2,812-56.2% | $2,596-52.6% |
| Participant deferral / active EE | $3,232 | $2,962+9.1% | $4,426-27.0% | $4,027-19.7% |
| Admin fee / account holder | $2,054 | $3,041-32.4% | $5,425-62.1% | $5,403-62.0% |